Filed November 23, 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 | $31,490 | $47,944-34.3% | $67,834-53.6% | $62,891-49.9% |
| Participation rate | 50.6% | 61.1%-10.5pp | 68.8%-18.2pp | 69.3%-18.7pp |
| Annual return | 7.67% | 11.77%-4.1pp | 138.47%-130.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $406 | $1,562-74.0% | $2,403-83.1% | $2,281-82.2% |
| Participant deferral / active EE | $1,045 | $2,247-53.5% | $3,160-66.9% | $3,203-67.4% |
| Admin fee / account holder | $1,896 | $3,712-48.9% | $4,622-59.0% | $4,296-55.9% |