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 | $32,837 | $50,958-35.6% | $74,550-56.0% | $64,186-48.8% |
| Participation rate | 64.0% | 61.1%+2.9pp | 69.1%-5.1pp | 69.6%-5.6pp |
| Annual return | -0.96% | -1.86%+0.9pp | 32.53%-33.5pp | 7.63%-8.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,664 | $2,301+15.7% | $3,108-14.3% | $3,470-23.2% |
| Admin fee / account holder | $5,936 | $4,223+40.6% | $5,060+17.3% | $4,888+21.4% |