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 | $90,253 | $59,186+52.5% | $76,768+17.6% | $56,287+60.3% |
| Participation rate | 62.7% | 75.2%-12.5pp | 77.0%-14.2pp | 69.9%-7.1pp |
| Annual return | -6.12% | 6.62%-12.7pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,904 | $1,759+8.3% | $2,485-23.4% | $2,111-9.8% |
| Participant deferral / active EE | $4,042 | $3,255+24.2% | $3,852+4.9% | $3,350+20.7% |
| Admin fee / account holder | $1,685 | $489+244.5% | $6,675-74.8% | $521+223.5% |