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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,084 | $91,538-50.7% | $129,995-65.3% | $75,163-40.0% |
| Participation rate | 66.7% | 71.4%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 7.46% | -631.11%+638.6pp | -137.18%+144.6pp | 160.62%-153.2pp |
| Employer contribution / active EE | $1,597 | $2,845-43.9% | $4,320-63.0% | $2,670-40.2% |
| Participant deferral / active EE | $6,050 | $4,341+39.4% | $5,820+4.0% | $4,125+46.7% |
| Admin fee / account holder | $55,833 | $6,790+722.2% | $10,614+426.0% | $5,651+888.0% |