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 | $141,119 | $80,968+74.3% | $96,544+46.2% | $75,163+87.8% |
| Participation rate | 41.0% | 71.8%-30.8pp | 76.0%-35.0pp | 67.2%-26.2pp |
| Annual return | 22.02% | 27.06%-5.0pp | 25.84%-3.8pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,127 | $2,282-50.6% | $2,965-62.0% | $2,670-57.8% |
| Participant deferral / active EE | $2,395 | $3,928-39.0% | $4,851-50.6% | $4,125-41.9% |
| Admin fee / account holder | $3,482 | $6,724-48.2% | $8,252-57.8% | $5,651-38.4% |