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 | $151,199 | $86,944+73.9% | $107,525+40.6% | $74,304+103.5% |
| Participation rate | 62.6% | 59.6%+3.1pp | 75.1%-12.5pp | 60.3%+2.3pp |
| Annual return | 14.98% | 23.52%-8.5pp | 181.32%-166.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,791 | $2,757-35.0% | $3,754-52.3% | $2,241-20.1% |
| Participant deferral / active EE | $6,213 | $3,554+74.8% | $5,116+21.5% | $3,767+64.9% |
| Admin fee / account holder | $3,394 | $3,727-8.9% | $8,919-61.9% | $2,969+14.3% |