Filed July 16, 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 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,952 | $62,586+463.9% | $76,768+359.8% | $64,186+449.9% |
| Participation rate | 0.0% | 72.8%-72.8pp | 77.0%-77.0pp | 69.6%-69.6pp |
| Annual return | -3.02% | -1.95%-1.1pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $10,060 | $1,832+449.1% | $2,485+304.8% | $2,381+322.5% |
| Participant deferral / active EE | $9,699 | $3,145+208.4% | $3,852+151.8% | $3,470+179.5% |
| Admin fee / account holder | $32,977 | $4,667+606.6% | $6,675+394.1% | $4,888+574.7% |