Filed December 2, 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 | $146,786 | $99,341+47.8% | $84,750+73.2% | $273,961-46.4% |
| Participation rate | 52.2% | 80.7%-28.5pp | 76.6%-24.4pp | 83.0%-30.8pp |
| Annual return | 10.82% | 22.93%-12.1pp | 22.78%-12.0pp | 41.45%-30.6pp |
| Employer contribution / active EE | $749 | $4,214-82.2% | $3,574-79.0% | $4,869-84.6% |
| Participant deferral / active EE | $6,200 | $4,269+45.2% | $3,712+67.0% | $5,287+17.3% |
| Admin fee / account holder | $14,720 | $6,644+121.6% | $5,332+176.1% | $10,132+45.3% |