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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,284 | $65,395-27.7% | $182,532-74.1% | $72,985-35.2% |
| Participation rate | 60.7% | 65.4%-4.8pp | 78.0%-17.3pp | 69.5%-8.8pp |
| Annual return | 15.68% | 27.68%-12.0pp | 148.54%-132.9pp | 81.00%-65.3pp |
| Employer contribution / active EE | $571 | $1,911-70.1% | $4,076-86.0% | $2,440-76.6% |
| Participant deferral / active EE | $1,230 | $3,563-65.5% | $5,524-77.7% | $3,607-65.9% |
| Admin fee / account holder | $12,919 | $4,245+204.4% | $8,592+50.4% | $5,124+152.1% |