Filed April 6, 1999 (most recent of 2 filings on file)
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 | $97,971 | $73,867+32.6% | $143,757-31.8% | $68,494+43.0% |
| Participation rate | 69.6% | 66.7%+2.9pp | 80.3%-10.7pp | 67.9%+1.7pp |
| Annual return | -12.28% | 1.01%-13.3pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,281 | $3,184-59.8% | $4,951-74.1% | $2,596-50.7% |
| Participant deferral / active EE | $7,831 | $3,384+131.4% | $5,637+38.9% | $4,027+94.5% |
| Admin fee / account holder | $10,482 | $5,755+82.2% | $14,673-28.6% | $5,403+94.0% |