Filed April 8, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,627 | $58,512+1.9% | $84,015-29.0% | $72,985-18.3% |
| Participation rate | 61.4% | 61.2%+0.1pp | 69.0%-7.6pp | 69.5%-8.1pp |
| Annual return | 18.84% | 28.93%-10.1pp | 71.31%-52.5pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,867 | $2,394+19.8% | $3,239-11.5% | $3,607-20.5% |
| Admin fee / account holder | $4,843 | $4,569+6.0% | $6,101-20.6% | $5,124-5.5% |