Filed March 31, 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 | $61,220 | $156,846-61.0% | $121,098-49.4% | $139,434-56.1% |
| Participation rate | 56.3% | 76.4%-20.2pp | 69.5%-13.2pp | 80.3%-24.1pp |
| Annual return | 9.94% | 1474.56%-1464.6pp | 985.75%-975.8pp | 372.94%-363.0pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,490 | $4,844-48.6% | $4,080-39.0% | $6,710-62.9% |
| Admin fee / account holder | $21,354 | $6,946+207.4% | $5,644+278.3% | $11,403+87.3% |