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 | $101,643 | $77,314+31.5% | $177,989-42.9% | $80,856+25.7% |
| Participation rate | 65.4% | 65.7%-0.3pp | 77.1%-11.7pp | 67.6%-2.3pp |
| Annual return | 14.30% | 18.09%-3.8pp | 294.48%-280.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,894 | $2,292-17.4% | $3,949-52.0% | $2,755-31.3% |
| Participant deferral / active EE | $5,906 | $4,411+33.9% | $6,276-5.9% | $4,296+37.5% |
| Admin fee / account holder | $10,426 | $7,191+45.0% | $10,363+0.6% | $6,918+50.7% |