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 | $54,169 | $72,012-24.8% | $185,823-70.8% | $79,858-32.2% |
| Participation rate | 57.6% | 65.8%-8.2pp | 78.0%-20.5pp | 69.6%-12.1pp |
| Annual return | 11.78% | 23.12%-11.3pp | 35.95%-24.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $629 | $1,965-68.0% | $4,087-84.6% | $2,471-74.5% |
| Participant deferral / active EE | $1,366 | $3,779-63.9% | $5,632-75.7% | $3,740-63.5% |
| Admin fee / account holder | $1,899 | $4,513-57.9% | $9,500-80.0% | $5,306-64.2% |