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.
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 | $20,383 | $42,383-51.9% | $76,523-73.4% | $64,186-68.2% |
| Participation rate | 43.9% | 58.1%-14.3pp | 68.0%-24.1pp | 69.6%-25.7pp |
| Annual return | -7.75% | -16.54%+8.8pp | -0.27%-7.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,682 | $2,566-34.5% | $3,835-56.2% | $3,470-51.5% |
| Admin fee / account holder | $5,309 | $3,198+66.0% | $4,848+9.5% | $4,888+8.6% |