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 | $79,827 | $101,724-21.5% | $164,813-51.6% | $80,856-1.3% |
| Participation rate | 64.5% | 71.8%-7.3pp | 78.6%-14.1pp | 67.6%-3.1pp |
| Annual return | 30.64% | 16.72%+13.9pp | 69.93%-39.3pp | 35.59%-5.0pp |
| Employer contribution / active EE | $1,988 | $2,953-32.7% | $4,341-54.2% | $2,755-27.8% |
| Participant deferral / active EE | $5,904 | $4,477+31.9% | $6,031-2.1% | $4,296+37.4% |
| Admin fee / account holder | $3,728 | $8,227-54.7% | $12,690-70.6% | $6,918-46.1% |