Filed September 26, 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 | $201,517 | $83,369+141.7% | $105,223+91.5% | $67,986+196.4% |
| Participation rate | 57.0% | 56.3%+0.7pp | 75.0%-18.0pp | 57.2%-0.2pp |
| Annual return | 15.23% | 24.64%-9.4pp | 180.65%-165.4pp | 31.67%-16.4pp |
| Employer contribution / active EE | $1,616 | $2,541-36.4% | $3,689-56.2% | $2,019-20.0% |
| Participant deferral / active EE | $3,976 | $3,295+20.7% | $5,072-21.6% | $3,358+18.4% |
| Admin fee / account holder | $15,443 | $4,073+279.2% | $8,859+74.3% | $3,203+382.1% |