Filed March 25, 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 | $129,113 | $49,227+162.3% | $70,449+83.3% | $79,858+61.7% |
| Participation rate | 55.4% | 69.2%-13.8pp | 75.1%-19.6pp | 69.6%-14.2pp |
| Annual return | 8.01% | 30.06%-22.1pp | 109.03%-101.0pp | 31.71%-23.7pp |
| Employer contribution / active EE | $3,179 | $2,099+51.4% | $2,737+16.2% | $2,471+28.7% |
| Participant deferral / active EE | $5,765 | $2,768+108.3% | $3,709+55.4% | $3,740+54.1% |
| Admin fee / account holder | $7,981 | $2,878+177.3% | $3,845+107.6% | $5,306+50.4% |