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 | $110,736 | $83,902+32.0% | $167,512-33.9% | $84,808+30.6% |
| Participation rate | 64.5% | 66.5%-2.0pp | 77.1%-12.6pp | 68.3%-3.8pp |
| Annual return | 14.66% | 91.55%-76.9pp | 1615.79%-1601.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,877 | $2,264-17.1% | $3,882-51.7% | $2,631-28.7% |
| Participant deferral / active EE | $5,386 | $4,442+21.2% | $6,405-15.9% | $4,212+27.9% |
| Admin fee / account holder | $12,910 | $7,915+63.1% | $9,769+32.2% | $7,344+75.8% |