Filed August 27, 2001 (most recent of 2 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,041 | $125,758+135.4% | $169,993+74.1% | $75,163+293.9% |
| Participation rate | 68.8% | 83.6%-14.8pp | 87.0%-18.2pp | 67.2%+1.6pp |
| Annual return | 22.71% | 27.20%-4.5pp | 53.37%-30.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,599 | $6,837+69.6% | $10,408+11.5% | $4,125+181.2% |
| Admin fee / account holder | $7,041 | $8,173-13.9% | $12,815-45.1% | $5,651+24.6% |