Filed October 20, 1999 (most recent of 2 filings on file)
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 | $99,803 | $60,124+66.0% | $90,404+10.4% | $79,858+25.0% |
| Participation rate | 69.3% | 65.0%+4.3pp | 72.7%-3.4pp | 69.6%-0.3pp |
| Annual return | 17.55% | 71.94%-54.4pp | 1293.02%-1275.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $231 | $2,068-88.8% | $3,262-92.9% | $2,471-90.7% |
| Participant deferral / active EE | $4,662 | $2,938+58.7% | $3,963+17.6% | $3,740+24.7% |
| Admin fee / account holder | $3,676 | $3,976-7.6% | $5,611-34.5% | $5,306-30.7% |