Filed February 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,417 | $87,841+18.9% | $133,980-22.1% | $62,891+66.0% |
| Participation rate | 64.2% | 83.4%-19.2pp | 87.1%-22.9pp | 69.3%-5.2pp |
| Annual return | 3.01% | 12.05%-9.0pp | 29.30%-26.3pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,373 | $3,483-60.6% | $5,211-73.6% | $2,281-39.8% |
| Participant deferral / active EE | $3,634 | $4,812-24.5% | $6,282-42.2% | $3,203+13.5% |
| Admin fee / account holder | $3,412 | $5,371-36.5% | $9,324-63.4% | $4,296-20.6% |