Filed March 24, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,631 | $54,541-40.2% | $78,778-58.6% | $70,131-53.5% |
| Participation rate | 60.7% | 60.8%-0.1pp | 69.2%-8.5pp | 69.5%-8.9pp |
| Annual return | 9.46% | 21.07%-11.6pp | 35.62%-26.2pp | 73.14%-63.7pp |
| Employer contribution / active EE | $571 | $1,089-47.6% | $1,986-71.3% | $2,342-75.6% |
| Participant deferral / active EE | $3,126 | $2,210+41.4% | $2,958+5.7% | $3,332-6.2% |
| Admin fee / account holder | $1,516 | $3,709-59.1% | $5,134-70.5% | $4,645-67.4% |