Filed January 17, 2000 (most recent of 3 filings on file)
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 | $142,497 | $72,404+96.8% | $110,238+29.3% | $64,186+122.0% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | 8.43% | -6.29%+14.7pp | 314.74%-306.3pp | 7.63%+0.8pp |
| Employer contribution / active EE | $757 | $2,282-66.8% | $3,826-80.2% | $2,381-68.2% |
| Participant deferral / active EE | $2,118 | $3,469-39.0% | $4,672-54.7% | $3,470-39.0% |
| Admin fee / account holder | $10,318 | $5,664+82.2% | $8,547+20.7% | $4,888+111.1% |