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 | $212,362 | $137,414+54.5% | $189,513+12.1% | $85,850+147.4% |
| Participation rate | 58.8% | 84.6%-25.8pp | 87.8%-29.0pp | 69.3%-10.5pp |
| Annual return | 14.43% | 38.14%-23.7pp | 555.15%-540.7pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,430 | $4,344-67.1% | $6,162-76.8% | $2,565-44.3% |
| Participant deferral / active EE | $3,545 | $6,260-43.4% | $8,221-56.9% | $3,952-10.3% |
| Admin fee / account holder | $5,748 | $8,630-33.4% | $12,045-52.3% | $6,260-8.2% |