Filed December 17, 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.
Employer 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 | $85,221 | $201,272-57.7% | $184,203-53.7% | $145,922-41.6% |
| Participation rate | 61.5% | 87.5%-26.0pp | 86.8%-25.3pp | 80.3%-18.7pp |
| Annual return | 8.38% | 29.00%-20.6pp | 28.81%-20.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,280 | $7,022-81.8% | $6,427-80.1% | $4,660-72.5% |
| Participant deferral / active EE | $3,735 | $9,806-61.9% | $9,131-59.1% | $6,688-44.2% |
| Admin fee / account holder | $15,260 | $16,364-6.7% | $13,901+9.8% | $13,397+13.9% |