Filed January 5, 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 | $86,801 | $70,669+22.8% | $169,368-48.8% | $75,163+15.5% |
| Participation rate | 61.4% | 64.8%-3.3pp | 77.1%-15.7pp | 67.2%-5.7pp |
| Annual return | 19.11% | 36.36%-17.2pp | 405.60%-386.5pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,837 | $2,211-16.9% | $4,013-54.2% | $2,670-31.2% |
| Participant deferral / active EE | $5,566 | $4,311+29.1% | $6,221-10.5% | $4,125+34.9% |
| Admin fee / account holder | $23,323 | $5,402+331.7% | $9,003+159.1% | $5,651+312.7% |