Filed November 21, 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,223 | $99,918-41.7% | $81,382-28.5% | $145,922-60.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 7.40% | 34.32%-26.9pp | 24.73%-17.3pp | 561.29%-553.9pp |
| Employer contribution / active EE | $15,387 | $2,978+416.7% | $2,463+524.8% | $4,660+230.2% |
| Participant deferral / active EE | $57,789 | $4,605+1154.9% | $3,883+1388.2% | $6,688+764.1% |
| Admin fee / account holder | $78,535 | $8,212+856.3% | $5,768+1261.4% | $13,397+486.2% |