Filed January 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 8-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.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,055 | $183,963-84.2% | $162,163-82.1% | $152,861-81.0% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 20.16% | 150.76%-130.6pp | 115.59%-95.4pp | 345.32%-325.2pp |
| Employer contribution / active EE | $941 | $6,371-85.2% | $5,614-83.2% | $4,762-80.2% |
| Participant deferral / active EE | $3,005 | $8,034-62.6% | $7,298-58.8% | $5,850-48.6% |
| Admin fee / account holder | $310 | $13,121-97.6% | $10,843-97.1% | $11,596-97.3% |