Filed March 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,856 | $47,848-54.3% | $81,478-73.2% | $70,131-68.8% |
| Participation rate | 48.3% | 58.3%-10.0pp | 68.0%-19.7pp | 69.5%-21.3pp |
| Annual return | 13.00% | 27.25%-14.2pp | 38.78%-25.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,488 | $2,453-39.3% | $3,537-57.9% | $3,332-55.3% |
| Admin fee / account holder | $1,013 | $3,145-67.8% | $4,561-77.8% | $4,645-78.2% |