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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,129 | $109,881+13.9% | $150,045-16.6% | $84,808+47.5% |
| Participation rate | 69.1% | 76.1%-7.0pp | 82.3%-13.2pp | 68.3%+0.8pp |
| Annual return | 13.85% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,246 | $3,561-36.9% | $4,693-52.2% | $2,631-14.6% |
| Participant deferral / active EE | $7,107 | $6,636+7.1% | $7,997-11.1% | $4,212+68.8% |
| Admin fee / account holder | $16,587 | $8,568+93.6% | $13,435+23.5% | $7,344+125.9% |