Filed June 9, 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.
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 | $104,333 | $93,571+11.5% | $135,903-23.2% | $75,163+38.8% |
| Participation rate | 67.6% | 75.2%-7.5pp | 81.9%-14.3pp | 67.2%+0.5pp |
| Annual return | 17.44% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,238 | $3,537-65.0% | $4,856-74.5% | $2,670-53.6% |
| Participant deferral / active EE | $4,479 | $6,404-30.1% | $7,758-42.3% | $4,125+8.6% |
| Admin fee / account holder | $1,609 | $6,975-76.9% | $10,762-85.0% | $5,651-71.5% |