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 | $99,326 | $54,762+81.4% | $90,281+10.0% | $72,985+36.1% |
| Participation rate | 39.7% | 65.1%-25.5pp | 73.3%-33.6pp | 69.5%-29.8pp |
| Annual return | 21.42% | 30.63%-9.2pp | 78.10%-56.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,040 | $2,092-50.3% | $2,854-63.6% | $2,440-57.4% |
| Participant deferral / active EE | $1,679 | $2,887-41.8% | $3,885-56.8% | $3,607-53.4% |
| Admin fee / account holder | $4,597 | $3,972+15.7% | $5,351-14.1% | $5,124-10.3% |