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 | $72,069 | $70,428+2.3% | $96,562-25.4% | $85,850-16.1% |
| Participation rate | 48.1% | 61.8%-13.7pp | 69.8%-21.7pp | 69.3%-21.2pp |
| Annual return | 14.49% | 18.59%-4.1pp | 37.78%-23.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,435 | $2,894+18.7% | $3,849-10.8% | $3,952-13.1% |
| Admin fee / account holder | $21,448 | $4,997+329.2% | $6,181+247.0% | $6,260+242.6% |