Filed October 26, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,064 | $73,004+43.9% | $90,749+15.8% | $68,494+53.4% |
| Participation rate | 65.1% | 70.8%-5.7pp | 75.7%-10.6pp | 67.9%-2.8pp |
| Annual return | -20.75% | -13.81%-6.9pp | -12.16%-8.6pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,297 | $2,193-40.9% | $2,921-55.6% | $2,596-50.1% |
| Participant deferral / active EE | $2,245 | $3,627-38.1% | $4,564-50.8% | $4,027-44.3% |
| Admin fee / account holder | $21,080 | $5,896+257.5% | $8,445+149.6% | $5,403+290.2% |