Filed April 28, 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 | $75,611 | $82,664-8.5% | $125,339-39.7% | $68,494+10.4% |
| Participation rate | 69.6% | 75.0%-5.5pp | 82.4%-12.8pp | 67.9%+1.7pp |
| Annual return | -15.78% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,780 | $3,381-17.8% | $4,814-42.2% | $2,596+7.1% |
| Participant deferral / active EE | $6,230 | $6,110+1.9% | $7,446-16.3% | $4,027+54.7% |
| Admin fee / account holder | $8,769 | $6,275+39.7% | $10,010-12.4% | $5,403+62.3% |