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 | $106,950 | $56,897+88.0% | $84,750+26.2% | $62,891+70.1% |
| Participation rate | 61.1% | 68.5%-7.4pp | 76.6%-15.5pp | 69.3%-8.2pp |
| Annual return | 5.07% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,220 | $2,400-49.2% | $3,574-65.9% | $2,281-46.5% |
| Participant deferral / active EE | $4,782 | $2,709+76.5% | $3,712+28.8% | $3,203+49.3% |
| Admin fee / account holder | $6,875 | $3,581+92.0% | $5,332+28.9% | $4,296+60.1% |