Filed August 17, 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 3-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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,899 | $140,588-90.1% | $123,104-88.7% | $125,391-88.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -6.27% | 16.80%-23.1pp | 13.22%-19.5pp | 282.22%-288.5pp |
| Employer contribution / active EE | $3,153 | $6,041-47.8% | $5,151-38.8% | $4,866-35.2% |
| Participant deferral / active EE | $936 | $6,980-86.6% | $6,230-85.0% | $5,352-82.5% |
| Admin fee / account holder | $1,152 | $11,198-89.7% | $9,015-87.2% | $9,540-87.9% |