Filed May 18, 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 | $55,103 | $56,484-2.4% | $169,463-67.5% | $64,186-14.2% |
| Participation rate | 50.9% | 64.5%-13.7pp | 77.8%-26.9pp | 69.6%-18.7pp |
| Annual return | -4.59% | -1.55%-3.0pp | 1.83%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $627 | $1,832-65.8% | $4,159-84.9% | $2,381-73.7% |
| Participant deferral / active EE | $1,631 | $3,448-52.7% | $5,277-69.1% | $3,470-53.0% |
| Admin fee / account holder | $5,434 | $4,174+30.2% | $9,109-40.4% | $4,888+11.2% |