Filed January 20, 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.
Employer 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,321 | $125,758-64.0% | $169,993-73.3% | $75,163-39.7% |
| Participation rate | 61.9% | 83.6%-21.7pp | 87.0%-25.1pp | 67.2%-5.3pp |
| Annual return | 14.88% | 27.20%-12.3pp | 53.37%-38.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $884 | $4,615-80.8% | $6,785-87.0% | $2,670-66.9% |
| Participant deferral / active EE | $6,656 | $6,837-2.7% | $10,408-36.0% | $4,125+61.4% |
| Admin fee / account holder | $338 | $8,173-95.9% | $12,815-97.4% | $5,651-94.0% |