Filed April 30, 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 | $36,847 | $54,541-32.4% | $78,778-53.2% | $70,131-47.5% |
| Participation rate | 64.0% | 60.8%+3.2pp | 69.2%-5.2pp | 69.5%-5.5pp |
| Annual return | 12.31% | 21.07%-8.8pp | 35.62%-23.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,277 | $2,210+3.0% | $2,958-23.0% | $3,332-31.7% |
| Admin fee / account holder | $4,302 | $3,709+16.0% | $5,134-16.2% | $4,645-7.4% |