Filed February 22, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,421 | $67,606-53.5% | $82,313-61.8% | $70,131-55.2% |
| Participation rate | 60.5% | 72.8%-12.3pp | 76.9%-16.4pp | 69.5%-9.1pp |
| Annual return | 8.42% | 21.57%-13.1pp | 25.88%-17.5pp | 73.14%-64.7pp |
| Employer contribution / active EE | $1,176 | $1,755-33.0% | $2,428-51.6% | $2,342-49.8% |
| Participant deferral / active EE | $1,862 | $2,987-37.7% | $3,706-49.8% | $3,332-44.1% |
| Admin fee / account holder | $5,312 | $4,512+17.7% | $5,608-5.3% | $4,645+14.4% |