Filed September 22, 1998
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,278 | $71,883-45.4% | $86,677-54.7% | $68,494-42.7% |
| Participation rate | 51.4% | 72.2%-20.8pp | 76.6%-25.1pp | 67.9%-16.5pp |
| Annual return | -17.66% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $968 | $2,173-55.5% | $2,836-65.9% | $2,596-62.7% |
| Participant deferral / active EE | $1,537 | $3,779-59.3% | $4,656-67.0% | $4,027-61.8% |
| Admin fee / account holder | $713 | $6,112-88.3% | $7,493-90.5% | $5,403-86.8% |