Filed December 16, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $434,233 | $124,281+249.4% | $109,143+297.9% | $167,490+159.3% |
| Participation rate | 58.8% | 79.4%-20.6pp | 75.9%-17.1pp | 82.1%-23.3pp |
| Annual return | 30.88% | 26.04%+4.8pp | 25.75%+5.1pp | 478.56%-447.7pp |
| Employer contribution / active EE | $6,024 | $4,207+43.2% | $3,722+61.8% | $4,837+24.5% |
| Participant deferral / active EE | $4,199 | $5,255-20.1% | $4,653-9.8% | $6,341-33.8% |
| Admin fee / account holder | $10,502 | $7,970+31.8% | $6,752+55.5% | $12,309-14.7% |