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 | $97,223 | $78,422+24.0% | $95,952+1.3% | $79,858+21.7% |
| Participation rate | 43.3% | 73.5%-30.2pp | 77.1%-33.8pp | 69.6%-26.3pp |
| Annual return | 25.67% | 19.37%+6.3pp | 91.61%-65.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $1,061 | $1,945-45.4% | $2,541-58.2% | $2,471-57.0% |
| Participant deferral / active EE | $2,366 | $3,440-31.2% | $4,167-43.2% | $3,740-36.7% |
| Admin fee / account holder | $1,394 | $5,622-75.2% | $6,795-79.5% | $5,306-73.7% |