Filed December 22, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,882 | $152,509-47.6% | $117,472-32.0% | $134,475-40.6% |
| Participation rate | 41.2% | 77.1%-35.9pp | 70.6%-29.4pp | 81.2%-40.0pp |
| Annual return | -3.66% | 52.99%-56.6pp | 29.74%-33.4pp | 417.96%-421.6pp |
| Employer contribution / active EE | $1,597 | $5,571-71.3% | $4,176-61.8% | $4,740-66.3% |
| Participant deferral / active EE | $2,770 | $4,818-42.5% | $4,070-32.0% | $6,400-56.7% |
| Admin fee / account holder | $984 | $7,004-85.9% | $5,645-82.6% | $11,426-91.4% |