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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,605 | $51,576+25.3% | $129,207-50.0% | $80,856-20.1% |
| Participation rate | 48.0% | 57.0%-9.0pp | 69.6%-21.6pp | 67.6%-19.6pp |
| Annual return | 7.89% | 20.81%-12.9pp | 9417.33%-9409.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,064 | $1,584-32.8% | $4,153-74.4% | $2,755-61.4% |
| Participant deferral / active EE | $2,762 | $2,669+3.5% | $4,168-33.7% | $4,296-35.7% |
| Admin fee / account holder | $23,730 | $4,305+451.2% | $7,715+207.6% | $6,918+243.0% |