Filed December 17, 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 | $100,334 | $53,777+86.6% | $134,143-25.2% | $79,858+25.6% |
| Participation rate | 56.7% | 58.8%-2.1pp | 72.2%-15.5pp | 69.6%-12.9pp |
| Annual return | 15.30% | 19.01%-3.7pp | 36.33%-21.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,246 | $1,321-5.7% | $3,704-66.4% | $2,471-49.6% |
| Participant deferral / active EE | $3,112 | $2,420+28.6% | $3,499-11.1% | $3,740-16.8% |
| Admin fee / account holder | $11,036 | $3,984+177.0% | $6,684+65.1% | $5,306+108.0% |