Filed April 29, 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 | $202,235 | $209,336-3.4% | $197,124+2.6% | $137,256+47.3% |
| Participation rate | 68.4% | 87.3%-18.9pp | 86.7%-18.3pp | 80.0%-11.5pp |
| Annual return | 17.37% | 48.09%-30.7pp | 44.34%-27.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $331 | $6,591-95.0% | $6,227-94.7% | $4,156-92.0% |
| Participant deferral / active EE | $3,732 | $9,614-61.2% | $9,135-59.1% | $6,407-41.8% |
| Admin fee / account holder | $1,262 | $17,308-92.7% | $16,298-92.3% | $12,270-89.7% |