Filed January 28, 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 | $97,871 | $86,944+12.6% | $107,525-9.0% | $74,304+31.7% |
| Participation rate | 54.2% | 59.6%-5.3pp | 75.1%-20.9pp | 60.3%-6.1pp |
| Annual return | 17.33% | 23.52%-6.2pp | 181.32%-164.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,470 | $2,757-10.4% | $3,754-34.2% | $2,241+10.2% |
| Participant deferral / active EE | $4,654 | $3,554+30.9% | $5,116-9.0% | $3,767+23.5% |
| Admin fee / account holder | $823 | $3,727-77.9% | $8,919-90.8% | $2,969-72.3% |