Filed October 18, 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 9-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 | $74,717 | $53,127+40.6% | $86,590-13.7% | $70,131+6.5% |
| Participation rate | 61.7% | 65.3%-3.6pp | 73.5%-11.9pp | 69.5%-7.9pp |
| Annual return | 15.38% | 27.66%-12.3pp | 964.84%-949.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,693 | $2,068-18.1% | $2,839-40.4% | $2,342-27.7% |
| Participant deferral / active EE | $2,751 | $2,696+2.0% | $3,609-23.8% | $3,332-17.4% |
| Admin fee / account holder | $10,907 | $3,585+204.2% | $4,906+122.3% | $4,645+134.8% |