Filed October 11, 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 | $107,684 | $56,897+89.3% | $84,750+27.1% | $62,891+71.2% |
| Participation rate | 58.5% | 68.5%-10.0pp | 76.6%-18.1pp | 69.3%-10.8pp |
| Annual return | 5.71% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,106 | $2,400-12.3% | $3,574-41.1% | $2,281-7.7% |
| Participant deferral / active EE | $3,809 | $2,709+40.6% | $3,712+2.6% | $3,203+18.9% |
| Admin fee / account holder | $4,997 | $3,581+39.5% | $5,332-6.3% | $4,296+16.3% |