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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,796 | $71,883+50.0% | $86,677+24.4% | $68,494+57.4% |
| Participation rate | 39.1% | 72.2%-33.2pp | 76.6%-37.5pp | 67.9%-28.8pp |
| Annual return | -20.77% | 3.52%-24.3pp | 35.91%-56.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,082 | $2,173-50.2% | $2,836-61.9% | $2,596-58.3% |
| Participant deferral / active EE | $2,224 | $3,779-41.1% | $4,656-52.2% | $4,027-44.8% |
| Admin fee / account holder | $2,409 | $6,112-60.6% | $7,493-67.9% | $5,403-55.4% |