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 | $52,460 | $98,240-46.6% | $82,313-36.3% | $147,584-64.5% |
| Participation rate | 62.5% | 79.7%-17.2pp | 76.9%-14.4pp | 82.8%-20.3pp |
| Annual return | 9.78% | 30.85%-21.1pp | 25.88%-16.1pp | 578.55%-568.8pp |
| Employer contribution / active EE | $209 | $3,192-93.4% | $2,428-91.4% | $4,876-95.7% |
| Participant deferral / active EE | $2,490 | $4,383-43.2% | $3,706-32.8% | $5,439-54.2% |
| Admin fee / account holder | $1,439 | $8,563-83.2% | $5,608-74.3% | $10,885-86.8% |