Filed March 1, 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 | $59,050 | $214,378-72.5% | $200,582-70.6% | $142,382-58.5% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.9%-46.9pp | 80.1%-40.1pp |
| Annual return | 7.18% | 46.41%-39.2pp | 42.33%-35.2pp | 217.08%-209.9pp |
| Employer contribution / active EE | $3,439 | $6,841-49.7% | $6,419-46.4% | $4,299-20.0% |
| Participant deferral / active EE | $4,195 | $9,865-57.5% | $9,331-55.0% | $6,507-35.5% |
| Admin fee / account holder | $56,259 | $17,692+218.0% | $16,305+245.0% | $12,624+345.7% |