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 | $94,625+147.2% | $116,228+101.3% | $84,808+175.8% |
| Participation rate | 49.1% | 70.4%-21.4pp | 74.6%-25.5pp | 68.3%-19.2pp |
| Annual return | 15.71% | 20.40%-4.7pp | 90.06%-74.3pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,516 | $3,972+13.7% | $4,953-8.8% | $4,212+7.2% |
| Admin fee / account holder | $1,191 | $10,091-88.2% | $11,989-90.1% | $7,344-83.8% |