Filed March 10, 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 | $42,082 | $62,573-32.7% | $85,682-50.9% | $85,850-51.0% |
| Participation rate | 26.7% | 61.1%-34.5pp | 69.9%-43.2pp | 69.3%-42.6pp |
| Annual return | 13.08% | 23.77%-10.7pp | 21.49%-8.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,025 | $2,802-63.4% | $3,923-73.9% | $3,952-74.1% |
| Admin fee / account holder | $5,918 | $4,640+27.5% | $6,873-13.9% | $6,260-5.5% |