Filed May 20, 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.
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 | $30,777 | $53,127-42.1% | $86,590-64.5% | $70,131-56.1% |
| Participation rate | 42.4% | 65.3%-22.9pp | 73.5%-31.2pp | 69.5%-27.2pp |
| Annual return | 13.68% | 27.66%-14.0pp | 964.84%-951.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $319 | $2,068-84.6% | $2,839-88.8% | $2,342-86.4% |
| Participant deferral / active EE | $651 | $2,696-75.9% | $3,609-82.0% | $3,332-80.5% |
| Admin fee / account holder | $4,967 | $3,585+38.5% | $4,906+1.2% | $4,645+6.9% |