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 | $77,960 | $156,846-50.3% | $121,098-35.6% | $139,434-44.1% |
| Participation rate | 63.2% | 76.4%-13.3pp | 69.5%-6.3pp | 80.3%-17.2pp |
| Annual return | 13.48% | 1474.56%-1461.1pp | 985.75%-972.3pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,095 | $5,536-80.2% | $4,164-73.7% | $4,751-77.0% |
| Participant deferral / active EE | $3,255 | $4,844-32.8% | $4,080-20.2% | $6,710-51.5% |
| Admin fee / account holder | $1,279 | $6,946-81.6% | $5,644-77.3% | $11,403-88.8% |