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 | $60,305 | $62,672-3.8% | $185,117-67.4% | $70,131-14.0% |
| Participation rate | 67.6% | 63.8%+3.9pp | 77.3%-9.6pp | 69.5%-1.9pp |
| Annual return | 24.20% | 40.79%-16.6pp | 40.50%-16.3pp | 73.14%-48.9pp |
| Employer contribution / active EE | $2,082 | $1,753+18.8% | $4,182-50.2% | $2,342-11.1% |
| Participant deferral / active EE | $4,710 | $3,272+44.0% | $5,045-6.6% | $3,332+41.4% |
| Admin fee / account holder | $3,421 | $3,932-13.0% | $8,159-58.1% | $4,645-26.3% |