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 | $213,369 | $125,758+69.7% | $169,993+25.5% | $75,163+183.9% |
| Participation rate | 62.2% | 83.6%-21.4pp | 87.0%-24.8pp | 67.2%-5.0pp |
| Annual return | 13.00% | 27.20%-14.2pp | 53.37%-40.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,813 | $4,615-60.7% | $6,785-73.3% | $2,670-32.1% |
| Participant deferral / active EE | $4,711 | $6,837-31.1% | $10,408-54.7% | $4,125+14.2% |
| Admin fee / account holder | $33,668 | $8,173+311.9% | $12,815+162.7% | $5,651+495.8% |