Filed May 30, 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 | $205,292 | $57,016+260.1% | $84,966+141.6% | $80,856+153.9% |
| Participation rate | 64.7% | 56.3%+8.4pp | 67.5%-2.8pp | 67.6%-2.9pp |
| Annual return | 14.92% | 21.66%-6.7pp | 66.38%-51.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,808 | $1,798+111.8% | $2,727+39.6% | $2,755+38.2% |
| Participant deferral / active EE | $4,065 | $3,110+30.7% | $4,519-10.1% | $4,296-5.4% |
| Admin fee / account holder | $16,385 | $4,980+229.0% | $6,149+166.5% | $6,918+136.8% |