Filed July 29, 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.
Participant 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 | $230,321 | $56,767+305.7% | $101,794+126.3% | $85,563+169.2% |
| Participation rate | 5.6% | 57.6%-52.0pp | 69.2%-63.6pp | 66.0%-60.4pp |
| Annual return | 13.98% | 17.76%-3.8pp | 30.53%-16.5pp | 31.51%-17.5pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $612 | $2,720-77.5% | $4,084-85.0% | $4,375-86.0% |
| Admin fee / account holder | $6,229 | $1,098+467.3% | $8,777-29.0% | $834+646.8% |