Filed April 20, 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.
Employer 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 | $47,896 | $88,707-46.0% | $74,183-35.4% | $273,961-82.5% |
| Participation rate | 56.5% | 79.4%-22.9pp | 76.6%-20.1pp | 83.0%-26.5pp |
| Annual return | 4.64% | 11.94%-7.3pp | 17.74%-13.1pp | 41.45%-36.8pp |
| Employer contribution / active EE | $187 | $3,159-94.1% | $2,370-92.1% | $4,869-96.2% |
| Participant deferral / active EE | $3,128 | $4,212-25.7% | $3,550-11.9% | $5,287-40.8% |
| Admin fee / account holder | $327 | $8,717-96.3% | $5,586-94.1% | $10,132-96.8% |