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 | $159,764 | $86,929+83.8% | $102,423+56.0% | $80,856+97.6% |
| Participation rate | 45.0% | 72.4%-27.4pp | 76.5%-31.5pp | 67.6%-22.6pp |
| Annual return | 16.75% | 18.88%-2.1pp | 29.32%-12.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,246 | $2,369-47.4% | $3,023-58.8% | $2,755-54.8% |
| Participant deferral / active EE | $2,240 | $4,118-45.6% | $5,053-55.7% | $4,296-47.9% |
| Admin fee / account holder | $7,707 | $8,049-4.2% | $9,451-18.5% | $6,918+11.4% |