Filed June 29, 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 | $131,770 | $93,373+41.1% | $152,466-13.6% | $85,850+53.5% |
| Participation rate | 68.3% | 70.1%-1.8pp | 78.2%-9.9pp | 69.3%-1.0pp |
| Annual return | 13.86% | 21.84%-8.0pp | 757.33%-743.5pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,316 | $2,996-56.1% | $4,327-69.6% | $2,565-48.7% |
| Participant deferral / active EE | $4,657 | $4,550+2.3% | $5,820-20.0% | $3,952+17.9% |
| Admin fee / account holder | $21,652 | $13,853+56.3% | $15,805+37.0% | $6,260+245.9% |