Filed September 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,492 | $39,122-4.2% | $57,179-34.4% | $62,891-40.4% |
| Participation rate | 36.4% | 70.5%-34.1pp | 75.3%-39.0pp | 69.3%-32.9pp |
| Annual return | 0.90% | 9.23%-8.3pp | 14.59%-13.7pp | 20.14%-19.2pp |
| Employer contribution / active EE | $369 | $1,874-80.3% | $2,682-86.2% | $2,281-83.8% |
| Participant deferral / active EE | $857 | $2,374-63.9% | $3,096-72.3% | $3,203-73.2% |
| Admin fee / account holder | $28,193 | $2,592+987.7% | $3,139+798.2% | $4,296+556.3% |