Filed December 1, 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 4-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 | $38,368 | $34,934+9.8% | $56,411-32.0% | $74,495-48.5% |
| Participation rate | 50.0% | 32.8%+17.2pp | 52.5%-2.5pp | 67.2%-17.2pp |
| Annual return | 0.00% | 25.94%-25.9pp | 1701.33%-1701.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $487 | $609-20.1% | $1,039-53.1% | $2,623-81.4% |
| Participant deferral / active EE | $1,753 | $1,170+49.8% | $1,952-10.2% | $4,346-59.7% |
| Admin fee / account holder | $1,622 | $2,364-31.4% | $2,829-42.7% | $1,942-16.5% |