Filed October 30, 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 | $49,298 | $48,364+1.9% | $71,796-31.3% | $62,891-21.6% |
| Participation rate | 58.3% | 60.6%-2.3pp | 69.1%-10.8pp | 69.3%-11.0pp |
| Annual return | 6.02% | 13.16%-7.1pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $793 | $1,042-23.9% | $1,924-58.8% | $2,281-65.2% |
| Participant deferral / active EE | $2,479 | $2,091+18.5% | $2,794-11.3% | $3,203-22.6% |
| Admin fee / account holder | $12,644 | $3,771+235.3% | $4,815+162.6% | $4,296+194.4% |