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 | $54,679 | $158,398-65.5% | $126,539-56.8% | $142,382-61.6% |
| Participation rate | 43.5% | 75.8%-32.3pp | 69.8%-26.3pp | 80.1%-36.6pp |
| Annual return | 12.43% | 593.76%-581.3pp | 425.95%-413.5pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,047 | $4,650-77.5% | $3,674-71.5% | $4,299-75.7% |
| Participant deferral / active EE | $2,631 | $4,767-44.8% | $4,083-35.6% | $6,507-59.6% |
| Admin fee / account holder | $25,030 | $6,918+261.8% | $6,065+312.7% | $12,624+98.3% |