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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,285 | $93,571+26.4% | $135,903-13.0% | $75,163+57.4% |
| Participation rate | 56.6% | 75.2%-18.6pp | 81.9%-25.3pp | 67.2%-10.6pp |
| Annual return | 17.71% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,358 | $3,537-61.6% | $4,856-72.0% | $2,670-49.2% |
| Participant deferral / active EE | $5,300 | $6,404-17.2% | $7,758-31.7% | $4,125+28.5% |
| Admin fee / account holder | $4,855 | $6,975-30.4% | $10,762-54.9% | $5,651-14.1% |