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.
Employer 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 | $47,109 | $54,350-13.3% | $82,719-43.0% | $68,494-31.2% |
| Participation rate | 33.8% | 63.9%-30.2pp | 72.6%-38.8pp | 67.9%-34.1pp |
| Annual return | -17.63% | -13.67%-4.0pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $20 | $2,218-99.1% | $3,009-99.3% | $2,596-99.2% |
| Participant deferral / active EE | $2,362 | $3,246-27.2% | $4,395-46.2% | $4,027-41.3% |
| Admin fee / account holder | $5,298 | $4,395+20.5% | $5,329-0.6% | $5,403-1.9% |