Filed November 2, 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 | $69,591 | $80,968-14.1% | $96,544-27.9% | $75,163-7.4% |
| Participation rate | 69.4% | 71.8%-2.3pp | 76.0%-6.5pp | 67.2%+2.3pp |
| Annual return | 21.72% | 27.06%-5.3pp | 25.84%-4.1pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,606 | $2,282-29.6% | $2,965-45.8% | $2,670-39.8% |
| Participant deferral / active EE | $4,065 | $3,928+3.5% | $4,851-16.2% | $4,125-1.5% |
| Admin fee / account holder | $52,079 | $6,724+674.5% | $8,252+531.1% | $5,651+821.6% |