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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,516 | $56,053-4.5% | $75,972-29.6% | $80,856-33.8% |
| Participation rate | 22.5% | 62.0%-39.5pp | 69.1%-46.6pp | 67.6%-45.1pp |
| Annual return | 9.16% | 20.53%-11.4pp | 359.55%-350.4pp | 35.59%-26.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $651 | $3,052-78.7% | $4,255-84.7% | $4,296-84.8% |
| Admin fee / account holder | $4,117 | $5,234-21.3% | $6,467-36.3% | $6,918-40.5% |