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 | $41,065 | $58,512-29.8% | $84,015-51.1% | $72,985-43.7% |
| Participation rate | 59.7% | 61.2%-1.5pp | 69.0%-9.3pp | 69.5%-9.7pp |
| Annual return | 16.24% | 28.93%-12.7pp | 71.31%-55.1pp | 81.00%-64.8pp |
| Employer contribution / active EE | $725 | $1,163-37.7% | $1,983-63.5% | $2,440-70.3% |
| Participant deferral / active EE | $3,798 | $2,394+58.6% | $3,239+17.3% | $3,607+5.3% |
| Admin fee / account holder | $2,140 | $4,569-53.2% | $6,101-64.9% | $5,124-58.2% |