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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,309 | $70,669-28.8% | $169,368-70.3% | $75,163-33.1% |
| Participation rate | 48.4% | 64.8%-16.4pp | 77.1%-28.7pp | 67.2%-18.8pp |
| Annual return | 12.80% | 36.36%-23.6pp | 405.60%-392.8pp | 160.62%-147.8pp |
| Employer contribution / active EE | $546 | $2,211-75.3% | $4,013-86.4% | $2,670-79.5% |
| Participant deferral / active EE | $1,243 | $4,311-71.2% | $6,221-80.0% | $4,125-69.9% |
| Admin fee / account holder | $6,651 | $5,402+23.1% | $9,003-26.1% | $5,651+17.7% |