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 | $117,737 | $63,346+85.9% | $92,233+27.7% | $70,131+67.9% |
| Participation rate | 57.4% | 68.7%-11.3pp | 76.5%-19.1pp | 69.5%-12.1pp |
| Annual return | 21.61% | 530.12%-508.5pp | 176.28%-154.7pp | 73.14%-51.5pp |
| Employer contribution / active EE | $2,231 | $2,471-9.7% | $3,679-39.4% | $2,342-4.7% |
| Participant deferral / active EE | $3,612 | $2,854+26.6% | $3,897-7.3% | $3,332+8.4% |
| Admin fee / account holder | $9,175 | $3,840+138.9% | $5,194+76.7% | $4,645+97.5% |