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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,402 | $77,899+36.6% | $149,673-28.9% | $75,163+41.6% |
| Participation rate | 56.5% | 65.6%-9.1pp | 78.8%-22.3pp | 67.2%-10.7pp |
| Annual return | 11.78% | 31.72%-19.9pp | 134.42%-122.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $797 | $3,137-74.6% | $4,818-83.4% | $2,670-70.1% |
| Participant deferral / active EE | $5,299 | $3,411+55.4% | $5,680-6.7% | $4,125+28.5% |
| Admin fee / account holder | $2,946 | $5,956-50.5% | $13,210-77.7% | $5,651-47.9% |