Filed March 15, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,936 | $48,274-89.8% | $63,517-92.2% | $59,632-91.7% |
| Participation rate | 40.0% | 66.3%-26.3pp | 71.0%-31.0pp | 68.7%-28.7pp |
| Annual return | -0.34% | -240.79%+240.4pp | -70.30%+70.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $444 | $1,586-72.0% | $2,322-80.9% | $2,203-79.8% |
| Participant deferral / active EE | $519 | $2,343-77.9% | $2,953-82.4% | $3,192-83.8% |
| Admin fee / account holder | $1,677 | $3,600-53.4% | $5,892-71.5% | $4,297-61.0% |