Filed March 26, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,122 | $71,050-26.6% | $93,606-44.3% | $80,856-35.5% |
| Participation rate | 64.0% | 60.4%+3.6pp | 68.7%-4.7pp | 67.6%-3.6pp |
| Annual return | 5.84% | 11.26%-5.4pp | 133.20%-127.4pp | 35.59%-29.8pp |
| Employer contribution / active EE | $1,351 | $1,564-13.6% | $2,420-44.1% | $2,755-50.9% |
| Participant deferral / active EE | $2,170 | $4,034-46.2% | $4,411-50.8% | $4,296-49.5% |
| Admin fee / account holder | $32,832 | $6,945+372.8% | $8,285+296.3% | $6,918+374.6% |