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 | $42,052 | $71,050-40.8% | $93,606-55.1% | $80,856-48.0% |
| Participation rate | 20.9% | 60.4%-39.5pp | 68.7%-47.8pp | 67.6%-46.7pp |
| Annual return | 10.60% | 11.26%-0.7pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $844 | $1,564-46.0% | $2,420-65.1% | $2,755-69.4% |
| Participant deferral / active EE | $2,056 | $4,034-49.0% | $4,411-53.4% | $4,296-52.1% |
| Admin fee / account holder | $15,747 | $6,945+126.7% | $8,285+90.1% | $6,918+127.6% |