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 | $83,369+17.4% | $105,223-7.0% | $67,986+44.0% |
| Participation rate | 54.2% | 56.3%-2.1pp | 75.0%-20.8pp | 57.2%-3.0pp |
| Annual return | 17.33% | 24.64%-7.3pp | 180.65%-163.3pp | 31.67%-14.3pp |
| Employer contribution / active EE | $2,470 | $2,541-2.8% | $3,689-33.0% | $2,019+22.3% |
| Participant deferral / active EE | $4,654 | $3,295+41.2% | $5,072-8.2% | $3,358+38.6% |
| Admin fee / account holder | $823 | $4,073-79.8% | $8,859-90.7% | $3,203-74.3% |