Filed January 29, 1999
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 | $191,645 | $54,350+252.6% | $82,719+131.7% | $68,494+179.8% |
| Participation rate | 64.5% | 63.9%+0.6pp | 72.6%-8.0pp | 67.9%-3.4pp |
| Annual return | -7.79% | -13.67%+5.9pp | 701.18%-709.0pp | -7.84%+0.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,278 | $3,246+185.8% | $4,395+111.1% | $4,027+130.4% |
| Admin fee / account holder | $11,099 | $4,395+152.5% | $5,329+108.3% | $5,403+105.4% |