Filed October 31, 2001 (most recent of 2 filings on file)
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 | $195,940 | $102,317+91.5% | $146,958+33.3% | $80,856+142.3% |
| Participation rate | 62.9% | 75.8%-13.0pp | 82.2%-19.3pp | 67.6%-4.8pp |
| Annual return | 10.82% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $13,634 | $3,713+267.2% | $4,933+176.4% | $2,755+394.9% |
| Participant deferral / active EE | $4,001 | $6,644-39.8% | $8,070-50.4% | $4,296-6.9% |
| Admin fee / account holder | $391 | $7,941-95.1% | $12,998-97.0% | $6,918-94.3% |