Filed October 17, 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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,546 | $185,822-72.8% | $169,993-70.3% | $139,434-63.7% |
| Participation rate | 17.6% | 87.8%-70.1pp | 87.0%-69.4pp | 80.3%-62.7pp |
| Annual return | 9.34% | 60.50%-51.2pp | 53.37%-44.0pp | 372.94%-363.6pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $531 | $11,622-95.4% | $10,408-94.9% | $6,710-92.1% |
| Admin fee / account holder | $493 | $15,381-96.8% | $12,815-96.2% | $11,403-95.7% |