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 | $47,262 | $71,883-34.3% | $86,677-45.5% | $68,494-31.0% |
| Participation rate | 65.6% | 72.2%-6.6pp | 76.6%-11.0pp | 67.9%-2.3pp |
| Annual return | -13.25% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $820 | $2,173-62.3% | $2,836-71.1% | $2,596-68.4% |
| Participant deferral / active EE | $2,307 | $3,779-38.9% | $4,656-50.4% | $4,027-42.7% |
| Admin fee / account holder | $5,564 | $6,112-9.0% | $7,493-25.7% | $5,403+3.0% |