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 | $72,483 | $72,4920% | $87,100-16.8% | $72,985-0.7% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 25.39% | 24.46%+0.9pp | 28.19%-2.8pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,059 | $1,894-44.1% | $2,521-58.0% | $2,440-56.6% |
| Participant deferral / active EE | $1,960 | $3,270-40.0% | $4,049-51.6% | $3,607-45.7% |
| Admin fee / account holder | $1,503 | $5,055-70.3% | $7,497-79.9% | $5,124-70.7% |