Filed September 25, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,436 | $77,164+82.0% | $178,014-21.1% | $80,874+73.6% |
| Participation rate | 19.7% | 65.7%-46.0pp | 77.1%-57.4pp | 67.6%-48.0pp |
| Annual return | 19.16% | 18.09%+1.1pp | 294.80%-275.6pp | 35.62%-16.5pp |
| Employer contribution / active EE | $1,943 | $2,288-15.1% | $3,950-50.8% | $2,756-29.5% |
| Participant deferral / active EE | $4,495 | $4,408+2.0% | $6,276-28.4% | $4,297+4.6% |
| Admin fee / account holder | $28,920 | $7,164+303.7% | $10,362+179.1% | $6,935+317.0% |