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 | $46,977 | $58,208-19.3% | $81,812-42.6% | $80,856-41.9% |
| Participation rate | 38.8% | 63.4%-24.6pp | 72.3%-33.6pp | 67.6%-28.9pp |
| Annual return | 12.71% | 41.66%-28.9pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,853 | $3,281-43.5% | $4,319-57.1% | $4,296-56.9% |
| Admin fee / account holder | $1,780 | $4,981-64.3% | $7,386-75.9% | $6,918-74.3% |