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 | $120,729 | $86,286+39.9% | $111,297+8.5% | $85,850+40.6% |
| Participation rate | 37.0% | 73.3%-36.3pp | 77.3%-40.3pp | 69.3%-32.3pp |
| Annual return | 12.96% | 19.99%-7.0pp | 54.65%-41.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $945 | $2,043-53.7% | $2,731-65.4% | $2,565-63.2% |
| Participant deferral / active EE | $2,057 | $3,641-43.5% | $4,487-54.2% | $3,952-47.9% |
| Admin fee / account holder | $3,893 | $8,188-52.5% | $7,964-51.1% | $6,260-37.8% |