Filed April 24, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,515 | $87,841+34.9% | $133,980-11.5% | $62,891+88.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 87.1%+2.9pp | 69.3%+20.7pp |
| Annual return | 8.56% | 12.05%-3.5pp | 29.30%-20.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,520 | $3,483-27.7% | $5,211-51.7% | $2,281+10.5% |
| Participant deferral / active EE | $3,974 | $4,812-17.4% | $6,282-36.7% | $3,203+24.1% |
| Admin fee / account holder | $7,090 | $5,371+32.0% | $9,324-24.0% | $4,296+65.1% |