Filed September 23, 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 5-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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $434,444 | $61,156+610.4% | $185,823+133.8% | $79,386+447.3% |
| Participation rate | 11.3% | 66.6%-55.3pp | 81.7%-70.4pp | 70.7%-59.4pp |
| Annual return | -22.70% | 19.45%-42.1pp | 122.05%-144.7pp | 116.85%-139.5pp |
| Employer contribution / active EE | $1,421 | $2,321-38.7% | $5,167-72.5% | $2,427-41.4% |
| Participant deferral / active EE | $3,016 | $2,789+8.1% | $5,568-45.8% | $4,046-25.5% |
| Admin fee / account holder | $384 | $710-45.9% | $16,237-97.6% | $626-38.7% |