Filed August 28, 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 | $129,814 | $81,446+59.4% | $103,374+25.6% | $80,874+60.5% |
| Participation rate | 67.0% | 66.9%+0.2pp | 74.5%-7.5pp | 67.6%-0.6pp |
| Annual return | 15.67% | 25.57%-9.9pp | 24.89%-9.2pp | 35.62%-19.9pp |
| Employer contribution / active EE | $1,409 | $3,107-54.7% | $3,869-63.6% | $2,756-48.9% |
| Participant deferral / active EE | $6,031 | $3,870+55.8% | $5,058+19.3% | $4,297+40.4% |
| Admin fee / account holder | $14,679 | $6,715+118.6% | $8,394+74.9% | $6,935+111.7% |