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 | $110,407 | $96,484+14.4% | $75,886+45.5% | $152,861-27.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 23.78% | 33.98%-10.2pp | 30.76%-7.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,067 | $3,309-7.3% | $2,500+22.6% | $4,762-35.6% |
| Participant deferral / active EE | $3,067 | $4,553-32.6% | $3,603-14.9% | $5,850-47.6% |
| Admin fee / account holder | $445 | $8,078-94.5% | $5,418-91.8% | $11,596-96.2% |