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 | $58,811 | $65,409-10.1% | $98,442-40.3% | $85,850-31.5% |
| Participation rate | 33.0% | 65.0%-32.0pp | 73.3%-40.4pp | 69.3%-36.4pp |
| Annual return | 12.40% | 21.76%-9.4pp | 1492.73%-1480.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,298 | $3,166-27.4% | $4,276-46.3% | $3,952-41.8% |
| Admin fee / account holder | $4,412 | $4,593-3.9% | $5,949-25.8% | $6,260-29.5% |