Filed October 26, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,475 | $123,793-52.8% | $177,821-67.1% | $79,858-26.8% |
| Participation rate | 43.8% | 84.7%-40.9pp | 87.7%-44.0pp | 69.6%-25.9pp |
| Annual return | 8.42% | 22.82%-14.4pp | 48.32%-39.9pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,625 | $4,095-60.3% | $5,918-72.6% | $2,471-34.2% |
| Participant deferral / active EE | $3,751 | $5,956-37.0% | $7,714-51.4% | $3,740+0.3% |
| Admin fee / account holder | $1,872 | $7,243-74.2% | $12,427-84.9% | $5,306-64.7% |