Filed May 7, 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 | $112,943 | $90,503+24.8% | $78,689+43.5% | $273,961-58.8% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 2.45% | 75.60%-73.2pp | 62.18%-59.7pp | 41.45%-39.0pp |
| Employer contribution / active EE | $1,288 | $3,176-59.4% | $2,851-54.8% | $4,869-73.5% |
| Participant deferral / active EE | $3,716 | $3,901-4.8% | $3,517+5.7% | $5,287-29.7% |
| Admin fee / account holder | $1,123 | $5,263-78.7% | $4,510-75.1% | $10,132-88.9% |