Filed October 10, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,221 | $82,664-23.5% | $125,339-49.6% | $68,494-7.7% |
| Participation rate | 67.3% | 75.0%-7.7pp | 82.4%-15.0pp | 67.9%-0.5pp |
| Annual return | -12.77% | -5.97%-6.8pp | 572.05%-584.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,447 | $3,381-57.2% | $4,814-69.9% | $2,596-44.3% |
| Participant deferral / active EE | $5,466 | $6,110-10.5% | $7,446-26.6% | $4,027+35.7% |
| Admin fee / account holder | $3,955 | $6,275-37.0% | $10,010-60.5% | $5,403-26.8% |