Filed June 1, 2001
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 | $68,015 | $65,703+3.5% | $94,224-27.8% | $59,632+14.1% |
| Participation rate | 63.6% | 72.1%-8.5pp | 78.8%-15.1pp | 68.7%-5.0pp |
| Annual return | -0.91% | 5.22%-6.1pp | 10.68%-11.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,417 | $2,021-29.9% | $3,587-60.5% | $2,203-35.7% |
| Participant deferral / active EE | $3,464 | $3,143+10.2% | $4,320-19.8% | $3,192+8.5% |
| Admin fee / account holder | $6,075 | $4,264+42.5% | $6,269-3.1% | $4,297+41.4% |