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.
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 | $22,942 | $82,882-72.3% | $127,761-82.0% | $72,985-68.6% |
| Participation rate | 66.2% | 71.5%-5.3pp | 79.0%-12.8pp | 69.5%-3.3pp |
| Annual return | 20.22% | 32.20%-12.0pp | 26.14%-5.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $81 | $3,346-97.6% | $4,574-98.2% | $2,440-96.7% |
| Participant deferral / active EE | $2,856 | $4,791-40.4% | $6,021-52.6% | $3,607-20.8% |
| Admin fee / account holder | $1,059 | $6,487-83.7% | $9,395-88.7% | $5,124-79.3% |