Filed September 20, 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 | $69,541 | $85,766-18.9% | $136,294-49.0% | $70,131-0.8% |
| Participation rate | 44.4% | 74.2%-29.7pp | 81.9%-37.5pp | 69.5%-25.1pp |
| Annual return | 11.13% | 31.45%-20.3pp | 5155.94%-5144.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $690 | $2,966-76.7% | $4,695-85.3% | $2,342-70.5% |
| Participant deferral / active EE | $5,426 | $5,051+7.4% | $6,247-13.1% | $3,332+62.9% |
| Admin fee / account holder | $41,931 | $5,420+673.6% | $9,243+353.6% | $4,645+802.6% |