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.
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 | $62,068 | $169,032-63.3% | $129,207-52.0% | $145,922-57.5% |
| Participation rate | 52.9% | 76.4%-23.5pp | 69.6%-16.7pp | 80.3%-27.3pp |
| Annual return | 9.95% | 14330.11%-14320.2pp | 9417.33%-9407.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,852 | $4,987-42.8% | $4,168-31.6% | $6,688-57.4% |
| Admin fee / account holder | $4,518 | $9,954-54.6% | $7,715-41.4% | $13,397-66.3% |