Filed May 30, 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 | $134,402 | $95,416+40.9% | $185,823-27.7% | $85,850+56.6% |
| Participation rate | 62.1% | 68.8%-6.7pp | 81.7%-19.6pp | 69.3%-7.2pp |
| Annual return | 11.18% | 23.59%-12.4pp | 122.05%-110.9pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,846 | $3,314-44.3% | $5,167-64.3% | $2,565-28.0% |
| Participant deferral / active EE | $4,380 | $3,423+27.9% | $5,568-21.3% | $3,952+10.8% |
| Admin fee / account holder | $14,339 | $7,213+98.8% | $16,237-11.7% | $6,260+129.1% |