Filed November 16, 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,962 | $54,320-9.9% | $67,652-27.6% | $52,331-6.4% |
| Participation rate | 75.2% | 73.6%+1.7pp | 75.7%-0.4pp | 68.1%+7.1pp |
| Annual return | 0.23% | 6.81%-6.6pp | 6625.04%-6624.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,151 | $2,950-27.1% | $3,560-39.6% | $3,022-28.8% |
| Admin fee / account holder | $2,081 | $527+295.1% | $4,821-56.8% | $592+251.7% |