Filed February 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,765 | $50,982+7.4% | $154,803-64.6% | $85,563-36.0% |
| Participation rate | 47.1% | 59.8%-12.6pp | 78.1%-30.9pp | 66.0%-18.8pp |
| Annual return | 6.86% | 30.35%-23.5pp | 58.88%-52.0pp | 31.51%-24.7pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,074 | $2,474+24.2% | $5,540-44.5% | $4,375-29.7% |
| Admin fee / account holder | $11,758 | $846+1289.9% | $14,329-17.9% | $834+1309.5% |