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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,274 | $67,606-31.6% | $82,313-43.8% | $70,131-34.0% |
| Participation rate | 67.9% | 72.8%-4.9pp | 76.9%-9.0pp | 69.5%-1.7pp |
| Annual return | 10.81% | 21.57%-10.8pp | 25.88%-15.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $691 | $1,755-60.6% | $2,428-71.5% | $2,342-70.5% |
| Participant deferral / active EE | $2,313 | $2,987-22.6% | $3,706-37.6% | $3,332-30.6% |
| Admin fee / account holder | $1,232 | $4,512-72.7% | $5,608-78.0% | $4,645-73.5% |