Filed April 16, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,836 | $109,359-6.0% | $162,163-36.6% | $72,985+40.9% |
| Participation rate | 57.1% | 84.3%-27.1pp | 87.6%-30.4pp | 69.5%-12.3pp |
| Annual return | 25.43% | 25.46%0pp | 115.59%-90.2pp | 81.00%-55.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,455 | $5,481-37.0% | $7,298-52.7% | $3,607-4.2% |
| Admin fee / account holder | $1,420 | $7,972-82.2% | $10,843-86.9% | $5,124-72.3% |