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 | $119,703 | $114,381+4.7% | $107,525+11.3% | $142,382-15.9% |
| Participation rate | 42.9% | 78.1%-35.3pp | 75.1%-32.2pp | 80.1%-37.3pp |
| Annual return | 13.77% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $877 | $4,015-78.1% | $3,754-76.6% | $4,299-79.6% |
| Participant deferral / active EE | $4,569 | $5,564-17.9% | $5,116-10.7% | $6,507-29.8% |
| Admin fee / account holder | $482 | $9,860-95.1% | $8,919-94.6% | $12,624-96.2% |