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 | $185,217 | $110,094+68.2% | $151,611+22.2% | $68,494+170.4% |
| Participation rate | 58.0% | 84.0%-26.0pp | 87.5%-29.5pp | 67.9%-9.9pp |
| Annual return | -13.09% | -10.12%-3.0pp | 3.33%-16.4pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,641 | $4,471-63.3% | $6,166-73.4% | $2,596-36.8% |
| Participant deferral / active EE | $4,337 | $6,527-33.6% | $8,363-48.1% | $4,027+7.7% |
| Admin fee / account holder | $2,724 | $7,719-64.7% | $11,616-76.6% | $5,403-49.6% |