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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,547 | $50,958-32.2% | $74,550-53.7% | $64,186-46.2% |
| Participation rate | 65.6% | 61.1%+4.5pp | 69.1%-3.6pp | 69.6%-4.0pp |
| Annual return | -7.23% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $835 | $1,115-25.1% | $1,961-57.4% | $2,381-64.9% |
| Participant deferral / active EE | $3,998 | $2,301+73.7% | $3,108+28.6% | $3,470+15.2% |
| Admin fee / account holder | $1,569 | $4,223-62.8% | $5,060-69.0% | $4,888-67.9% |