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 | $30,461 | $49,177-38.1% | $79,464-61.7% | $64,186-52.5% |
| Participation rate | 37.9% | 65.0%-27.2pp | 73.3%-35.5pp | 69.6%-31.7pp |
| Annual return | -4.68% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $300 | $2,076-85.6% | $2,800-89.3% | $2,381-87.4% |
| Participant deferral / active EE | $582 | $2,821-79.4% | $3,704-84.3% | $3,470-83.2% |
| Admin fee / account holder | $2,438 | $3,839-36.5% | $5,113-52.3% | $4,888-50.1% |