Filed November 12, 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 | $73,786 | $58,512+26.1% | $84,015-12.2% | $72,985+1.1% |
| Participation rate | 44.4% | 61.2%-16.8pp | 69.0%-24.6pp | 69.5%-25.0pp |
| Annual return | 17.56% | 28.93%-11.4pp | 71.31%-53.7pp | 81.00%-63.4pp |
| Employer contribution / active EE | $974 | $1,163-16.2% | $1,983-50.9% | $2,440-60.1% |
| Participant deferral / active EE | $2,755 | $2,394+15.1% | $3,239-14.9% | $3,607-23.6% |
| Admin fee / account holder | $13,098 | $4,569+186.7% | $6,101+114.7% | $5,124+155.6% |