Filed April 1, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,927 | $62,586-13.8% | $76,768-29.8% | $64,186-16.0% |
| Participation rate | 53.4% | 72.8%-19.4pp | 77.0%-23.5pp | 69.6%-16.1pp |
| Annual return | -6.15% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,147 | $1,832-37.4% | $2,485-53.8% | $2,381-51.8% |
| Participant deferral / active EE | $1,939 | $3,145-38.3% | $3,852-49.7% | $3,470-44.1% |
| Admin fee / account holder | $1,117 | $4,667-76.1% | $6,675-83.3% | $4,888-77.1% |