Filed December 13, 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 | $51,023 | $48,300+5.6% | $40,145,923-99.9% | $62,891-18.9% |
| Participation rate | 36.9% | 62.0%-25.1pp | 68.4%-31.5pp | 69.3%-32.4pp |
| Annual return | 4.57% | 6.95%-2.4pp | 5.24%-0.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $485 | $1,333-63.7% | $1,844-73.7% | $2,281-78.8% |
| Participant deferral / active EE | $995 | $2,388-58.3% | $2,591-61.6% | $3,203-68.9% |
| Admin fee / account holder | $3,293 | $2,919+12.8% | $2,903+13.4% | $4,296-23.3% |