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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,605 | $60,165-0.9% | $74,183-19.7% | $55,167+8.0% |
| Participation rate | 67.0% | 74.2%-7.2pp | 76.6%-9.7pp | 69.0%-2.0pp |
| Annual return | 11.37% | 10.00%+1.4pp | 17.74%-6.4pp | 169.23%-157.9pp |
| Employer contribution / active EE | $1,865 | $1,600+16.6% | $2,370-21.3% | $1,963-5.0% |
| Participant deferral / active EE | $3,244 | $2,973+9.1% | $3,550-8.6% | $3,054+6.2% |
| Admin fee / account holder | $1,984 | $419+373.2% | $5,586-64.5% | $504+293.8% |