Filed June 2, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,802 | $83,337-39.0% | $67,834-25.1% | $273,961-81.5% |
| Participation rate | 57.1% | 76.4%-19.3pp | 68.8%-11.7pp | 83.0%-25.9pp |
| Annual return | 5.02% | 259.45%-254.4pp | 138.47%-133.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,463 | $3,287-25.1% | $2,403+2.5% | $4,869-49.4% |
| Participant deferral / active EE | $2,463 | $4,088-39.8% | $3,160-22.1% | $5,287-53.4% |
| Admin fee / account holder | $1,673 | $6,752-75.2% | $4,622-63.8% | $10,132-83.5% |