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.
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 | $63,749 | $115,770-44.9% | $101,248-37.0% | $158,922-59.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 8.79% | 56.14%-47.3pp | 46.47%-37.7pp | 302.83%-294.0pp |
| Employer contribution / active EE | $485 | $4,175-88.4% | $3,660-86.7% | $4,761-89.8% |
| Participant deferral / active EE | $2,061 | $4,957-58.4% | $4,370-52.8% | $5,982-65.6% |
| Admin fee / account holder | $14,691 | $7,245+102.8% | $5,945+147.1% | $11,246+30.6% |