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 | $140,233 | $92,985+50.8% | $153,485-8.6% | $80,856+73.4% |
| Participation rate | 64.0% | 69.0%-5.0pp | 77.1%-13.1pp | 67.6%-3.6pp |
| Annual return | 13.19% | 19.95%-6.8pp | 15.65%-2.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,294 | $3,507-63.1% | $5,039-74.3% | $2,755-53.0% |
| Participant deferral / active EE | $4,589 | $5,178-11.4% | $6,757-32.1% | $4,296+6.8% |
| Admin fee / account holder | $4,441 | $8,880-50.0% | $12,724-65.1% | $6,918-35.8% |