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.
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 | $83,013 | $65,561+26.6% | $86,188-3.7% | $75,163+10.4% |
| Participation rate | 46.8% | 60.5%-13.7pp | 69.0%-22.1pp | 67.2%-20.4pp |
| Annual return | 13.80% | 46.05%-32.3pp | 1168.45%-1154.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,166 | $3,024+37.8% | $3,985+4.5% | $4,125+1.0% |
| Admin fee / account holder | $2,064 | $5,474-62.3% | $6,852-69.9% | $5,651-63.5% |