Filed December 4, 2000
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 | $46,281 | $97,757-52.7% | $83,848-44.8% | $135,375-65.8% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -4.80% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,015 | $4,222-76.0% | $3,631-72.1% | $4,779-78.8% |
| Participant deferral / active EE | $3,368 | $4,682-28.1% | $4,082-17.5% | $5,609-39.9% |
| Admin fee / account holder | $6,041 | $6,674-9.5% | $5,478+10.3% | $10,827-44.2% |