Filed April 6, 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 | $233,910 | $94,031+148.8% | $115,768+102.1% | $82,448+183.7% |
| Participation rate | 49.1% | 70.4%-21.3pp | 74.4%-25.3pp | 68.1%-19.0pp |
| Annual return | 15.71% | 20.61%-4.9pp | 100.46%-84.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,516 | $3,972+13.7% | $4,917-8.2% | $4,139+9.1% |
| Admin fee / account holder | $1,191 | $10,249-88.4% | $12,439-90.4% | $7,234-83.5% |