Filed January 27, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $965,957 | $64,707+1392.8% | $112,228+760.7% | $68,494+1310.3% |
| Participation rate | 29.0% | 67.2%-38.1pp | 75.1%-46.0pp | 67.9%-38.9pp |
| Annual return | -20.20% | -11.40%-8.8pp | 27.45%-47.7pp | -7.84%-12.4pp |
| Employer contribution / active EE | $11,811 | $2,746+330.1% | $3,635+225.0% | $2,596+354.9% |
| Participant deferral / active EE | $6,059 | $3,565+70.0% | $4,728+28.2% | $4,027+50.5% |
| Admin fee / account holder | $12,540 | $5,232+139.7% | $6,410+95.6% | $5,403+132.1% |