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 | $22,015 | $91,190-75.9% | $178,490-87.7% | $79,858-72.4% |
| Participation rate | 51.6% | 69.2%-17.6pp | 81.9%-30.3pp | 69.6%-18.0pp |
| Annual return | 1.74% | 24.19%-22.5pp | 151.07%-149.3pp | 31.71%-30.0pp |
| Employer contribution / active EE | $723 | $3,256-77.8% | $5,011-85.6% | $2,471-70.8% |
| Participant deferral / active EE | $1,599 | $3,236-50.6% | $5,202-69.3% | $3,740-57.3% |
| Admin fee / account holder | $1,513 | $6,751-77.6% | $13,984-89.2% | $5,306-71.5% |