Filed February 27, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,565 | $87,841-58.4% | $133,980-72.7% | $62,891-41.9% |
| Participation rate | 65.7% | 83.4%-17.7pp | 87.1%-21.4pp | 69.3%-3.6pp |
| Annual return | 4.97% | 12.05%-7.1pp | 29.30%-24.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,337 | $4,812-51.4% | $6,282-62.8% | $3,203-27.0% |
| Admin fee / account holder | $5,895 | $5,371+9.7% | $9,324-36.8% | $4,296+37.2% |