Filed July 1, 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 | $64,671 | $48,364+33.7% | $71,796-9.9% | $62,891+2.8% |
| Participation rate | 56.8% | 60.6%-3.8pp | 69.1%-12.3pp | 69.3%-12.5pp |
| Annual return | 10.91% | 13.16%-2.2pp | 78.04%-67.1pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,384 | $1,042+32.9% | $1,924-28.1% | $2,281-39.3% |
| Participant deferral / active EE | $2,559 | $2,091+22.4% | $2,794-8.4% | $3,203-20.1% |
| Admin fee / account holder | $7,781 | $3,771+106.3% | $4,815+61.6% | $4,296+81.1% |