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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,258 | $109,359+35.6% | $162,163-8.6% | $72,985+103.1% |
| Participation rate | 62.5% | 84.3%-21.8pp | 87.6%-25.1pp | 69.5%-7.0pp |
| Annual return | 21.23% | 25.46%-4.2pp | 115.59%-94.4pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,398 | $3,907-64.2% | $5,614-75.1% | $2,440-42.7% |
| Participant deferral / active EE | $3,573 | $5,481-34.8% | $7,298-51.0% | $3,607-1.0% |
| Admin fee / account holder | $3,002 | $7,972-62.3% | $10,843-72.3% | $5,124-41.4% |