Filed August 25, 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 | $40,222 | $60,165-33.1% | $74,183-45.8% | $55,167-27.1% |
| Participation rate | 56.4% | 74.2%-17.7pp | 76.6%-20.2pp | 69.0%-12.6pp |
| Annual return | 5.60% | 10.00%-4.4pp | 17.74%-12.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $605 | $1,600-62.2% | $2,370-74.5% | $1,963-69.2% |
| Participant deferral / active EE | $1,932 | $2,973-35.0% | $3,550-45.6% | $3,054-36.8% |
| Admin fee / account holder | $1,154 | $419+175.1% | $5,586-79.3% | $504+128.9% |