Filed November 23, 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.
Participant 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 | $100,760 | $185,822-45.8% | $169,993-40.7% | $139,434-27.7% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 24.69% | 60.50%-35.8pp | 53.37%-28.7pp | 372.94%-348.3pp |
| Employer contribution / active EE | $2,145 | $7,590-71.7% | $6,785-68.4% | $4,751-54.9% |
| Participant deferral / active EE | $1,253 | $11,622-89.2% | $10,408-88.0% | $6,710-81.3% |
| Admin fee / account holder | $679 | $15,381-95.6% | $12,815-94.7% | $11,403-94.0% |