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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,073 | $58,208+1.5% | $81,812-27.8% | $80,856-26.9% |
| Participation rate | 64.8% | 63.4%+1.4pp | 72.3%-7.6pp | 67.6%-2.8pp |
| Annual return | 15.11% | 41.66%-26.5pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,095 | $2,340+75.0% | $2,912+40.6% | $2,755+48.7% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $649 | $4,981-87.0% | $7,386-91.2% | $6,918-90.6% |