Filed April 2, 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 9-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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,156 | $87,841-41.8% | $133,980-61.8% | $62,891-18.7% |
| Participation rate | 59.4% | 83.4%-24.0pp | 87.1%-27.7pp | 69.3%-9.9pp |
| Annual return | 12.03% | 12.05%0pp | 29.30%-17.3pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,237 | $3,483-64.5% | $5,211-76.3% | $2,281-45.7% |
| Participant deferral / active EE | $2,125 | $4,812-55.8% | $6,282-66.2% | $3,203-33.6% |
| Admin fee / account holder | $8,126 | $5,371+51.3% | $9,324-12.8% | $4,296+89.2% |