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.
Participant 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 | $141,787 | $82,523+71.8% | $115,752+22.5% | $70,131+102.2% |
| Participation rate | 64.0% | 74.0%-10.0pp | 77.8%-13.8pp | 69.5%-5.5pp |
| Annual return | 17.49% | 28.22%-10.7pp | 19.41%-1.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $4,753 | $2,758+72.3% | $3,492+36.1% | $2,342+102.9% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,077 | $4,552+11.5% | $6,278-19.1% | $4,645+9.3% |