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 | $57,604 | $54,541+5.6% | $78,778-26.9% | $70,131-17.9% |
| Participation rate | 51.7% | 60.8%-9.1pp | 69.2%-17.5pp | 69.5%-17.8pp |
| Annual return | 18.03% | 21.07%-3.0pp | 35.62%-17.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $728 | $1,089-33.1% | $1,986-63.3% | $2,342-68.9% |
| Participant deferral / active EE | $2,226 | $2,210+0.7% | $2,958-24.8% | $3,332-33.2% |
| Admin fee / account holder | $542 | $3,709-85.4% | $5,134-89.4% | $4,645-88.3% |