Filed January 30, 1998 (most recent of 2 filings on file)
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 | $117,151 | $81,258+44.2% | $105,218+11.3% | $59,632+96.5% |
| Participation rate | 66.7% | 75.4%-8.7pp | 77.2%-10.6pp | 68.7%-2.0pp |
| Annual return | 0.22% | 1.96%-1.7pp | 5.33%-5.1pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,255-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,921 | $3,881+52.6% | $4,867+21.7% | $3,192+85.5% |
| Admin fee / account holder | $15,300 | $5,841+161.9% | $6,992+118.8% | $4,297+256.1% |