Filed September 19, 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 | $102,506 | $142,344-28.0% | $119,609-14.3% | $134,475-23.8% |
| Participation rate | 65.2% | 82.8%-17.6pp | 79.3%-14.0pp | 81.2%-16.0pp |
| Annual return | -8.59% | -12.44%+3.8pp | -14.97%+6.4pp | 417.96%-426.6pp |
| Employer contribution / active EE | $2,140 | $5,222-59.0% | $4,232-49.4% | $4,740-54.9% |
| Participant deferral / active EE | $6,757 | $6,469+4.4% | $5,602+20.6% | $6,400+5.6% |
| Admin fee / account holder | $5,384 | $13,584-60.4% | $10,323-47.8% | $11,426-52.9% |