Filed December 6, 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.
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 | $78,858 | $168,632-53.2% | $147,614-46.6% | $125,391-37.1% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | 1.50% | 77.65%-76.1pp | 61.98%-60.5pp | 282.22%-280.7pp |
| Employer contribution / active EE | $2,403 | $6,252-61.6% | $5,564-56.8% | $4,866-50.6% |
| Participant deferral / active EE | $4,701 | $5,507-14.6% | $4,895-4.0% | $5,352-12.2% |
| Admin fee / account holder | $6,669 | $13,580-50.9% | $11,611-42.6% | $9,540-30.1% |