Filed June 22, 1999 (most recent of 3 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 6-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 | $100,874 | $53,412+88.9% | $68,509+47.2% | $52,331+92.8% |
| Participation rate | 30.8% | 71.7%-40.9pp | 74.7%-43.9pp | 68.1%-37.3pp |
| Annual return | 1.52% | 3.42%-1.9pp | 8.27%-6.7pp | 4.54%-3.0pp |
| Employer contribution / active EE | $831 | $1,607-48.3% | $2,278-63.5% | $1,882-55.8% |
| Participant deferral / active EE | $2,442 | $2,688-9.2% | $3,382-27.8% | $3,022-19.2% |
| Admin fee / account holder | $7,402 | $461+1506.2% | $5,275+40.3% | $592+1151.3% |