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 | $70,896 | $86,929-18.4% | $102,423-30.8% | $80,856-12.3% |
| Participation rate | 64.9% | 72.4%-7.5pp | 76.5%-11.6pp | 67.6%-2.8pp |
| Annual return | 15.66% | 18.88%-3.2pp | 29.32%-13.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,585 | $2,369-33.1% | $3,023-47.6% | $2,755-42.5% |
| Participant deferral / active EE | $3,993 | $4,118-3.1% | $5,053-21.0% | $4,296-7.1% |
| Admin fee / account holder | $16,846 | $8,049+109.3% | $9,451+78.2% | $6,918+143.5% |