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 | $47,388 | $80,968-41.5% | $96,544-50.9% | $75,163-37.0% |
| Participation rate | 62.8% | 71.8%-8.9pp | 76.0%-13.1pp | 67.2%-4.4pp |
| Annual return | 12.23% | 27.06%-14.8pp | 25.84%-13.6pp | 160.62%-148.4pp |
| Employer contribution / active EE | $698 | $2,282-69.4% | $2,965-76.4% | $2,670-73.8% |
| Participant deferral / active EE | $1,861 | $3,928-52.6% | $4,851-61.6% | $4,125-54.9% |
| Admin fee / account holder | $9,183 | $6,724+36.6% | $8,252+11.3% | $5,651+62.5% |