Filed April 19, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,093 | $77,813-48.5% | $123,544-67.5% | $64,186-37.5% |
| Participation rate | 31.4% | 74.7%-43.3pp | 82.3%-50.9pp | 69.6%-38.2pp |
| Annual return | 5.49% | 12.48%-7.0pp | 119.20%-113.7pp | 7.63%-2.1pp |
| Employer contribution / active EE | $213 | $3,014-92.9% | $4,628-95.4% | $2,381-91.1% |
| Participant deferral / active EE | $2,385 | $5,240-54.5% | $6,426-62.9% | $3,470-31.3% |
| Admin fee / account holder | $3,494 | $5,519-36.7% | $9,284-62.4% | $4,888-28.5% |