Filed December 30, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,027 | $85,202-75.3% | $172,739-87.8% | $72,985-71.2% |
| Participation rate | 53.6% | 70.1%-16.5pp | 82.6%-29.1pp | 69.5%-15.9pp |
| Annual return | 3.33% | 27.32%-24.0pp | 802.84%-799.5pp | 81.00%-77.7pp |
| Employer contribution / active EE | $659 | $3,324-80.2% | $5,143-87.2% | $2,440-73.0% |
| Participant deferral / active EE | $1,458 | $3,260-55.3% | $5,198-71.9% | $3,607-59.6% |
| Admin fee / account holder | $739 | $5,884-87.4% | $13,954-94.7% | $5,124-85.6% |