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 | $5,960 | $54,726-89.1% | $68,793-91.3% | $64,186-90.7% |
| Participation rate | 55.2% | 68.0%-12.9pp | 72.2%-17.1pp | 69.6%-14.4pp |
| Annual return | -2.15% | -1.62%-0.5pp | -4.63%+2.5pp | 7.63%-9.8pp |
| Employer contribution / active EE | $593 | $1,846-67.9% | $2,625-77.4% | $2,381-75.1% |
| Participant deferral / active EE | $827 | $2,626-68.5% | $3,311-75.0% | $3,470-76.2% |
| Admin fee / account holder | $946 | $4,027-76.5% | $5,131-81.6% | $4,888-80.7% |