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 | $106,985 | $86,891+23.1% | $142,449-24.9% | $75,163+42.3% |
| Participation rate | 57.4% | 68.5%-11.1pp | 76.8%-19.3pp | 67.2%-9.7pp |
| Annual return | 15.04% | 23.31%-8.3pp | 19.99%-5.0pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,256 | $3,355-62.6% | $4,847-74.1% | $2,670-53.0% |
| Participant deferral / active EE | $4,515 | $4,938-8.6% | $6,283-28.1% | $4,125+9.4% |
| Admin fee / account holder | $19,248 | $7,299+163.7% | $10,011+92.3% | $5,651+240.6% |