Filed April 26, 2000 (most recent of 2 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,201 | $87,013+191.0% | $106,213+138.4% | $80,856+213.1% |
| Participation rate | 61.5% | 70.4%-8.9pp | 75.3%-13.7pp | 67.6%-6.1pp |
| Annual return | 12.72% | 17.05%-4.3pp | 116.14%-103.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,288 | $2,395+79.0% | $3,171+35.2% | $2,755+55.6% |
| Participant deferral / active EE | $13,103 | $3,986+228.7% | $5,016+161.2% | $4,296+205.0% |
| Admin fee / account holder | $49,102 | $8,431+482.4% | $11,033+345.0% | $6,918+609.8% |