Filed May 27, 1998 (most recent of 2 filings on file)
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,139 | $65,561-52.5% | $86,188-63.9% | $75,163-58.6% |
| Participation rate | 24.4% | 60.5%-36.1pp | 69.0%-44.6pp | 67.2%-42.8pp |
| Annual return | 14.82% | 46.05%-31.2pp | 1168.45%-1153.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $966 | $1,553-37.8% | $2,380-59.4% | $2,670-63.8% |
| Participant deferral / active EE | $2,684 | $3,024-11.2% | $3,985-32.7% | $4,125-34.9% |
| Admin fee / account holder | $13,482 | $5,474+146.3% | $6,852+96.8% | $5,651+138.6% |