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 | $76,442 | $106,515-28.2% | $96,683-20.9% | $139,434-45.2% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 12.15% | 38.43%-26.3pp | 35.69%-23.5pp | 372.94%-360.8pp |
| Employer contribution / active EE | $578 | $4,103-85.9% | $3,737-84.5% | $4,751-87.8% |
| Participant deferral / active EE | $2,557 | $5,454-53.1% | $4,878-47.6% | $6,710-61.9% |
| Admin fee / account holder | $2,656 | $7,877-66.3% | $6,730-60.5% | $11,403-76.7% |