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.
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 | $42,937 | $54,762-21.6% | $90,281-52.4% | $72,985-41.2% |
| Participation rate | 29.1% | 65.1%-36.1pp | 73.3%-44.2pp | 69.5%-40.4pp |
| Annual return | 29.95% | 30.63%-0.7pp | 78.10%-48.1pp | 81.00%-51.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,779 | $2,887-38.4% | $3,885-54.2% | $3,607-50.7% |
| Admin fee / account holder | $536 | $3,972-86.5% | $5,351-90.0% | $5,124-89.5% |