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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,311 | $71,192-11.1% | $117,854-46.3% | $62,292+1.6% |
| Participation rate | 64.9% | 74.2%-9.3pp | 79.7%-14.8pp | 69.5%-4.6pp |
| Annual return | 45.17% | 18.66%+26.5pp | 335.08%-289.9pp | 28.90%+16.3pp |
| Employer contribution / active EE | $915 | $1,934-52.7% | $3,786-75.8% | $2,042-55.2% |
| Participant deferral / active EE | $2,236 | $3,189-29.9% | $4,482-50.1% | $3,169-29.4% |
| Admin fee / account holder | $6,214 | $587+958.1% | $8,020-22.5% | $479+1196.3% |