Filed April 18, 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 | $47,555 | $47,977-0.9% | $154,107-69.1% | $56,287-15.5% |
| Participation rate | 60.8% | 66.2%-5.3pp | 83.0%-22.2pp | 69.9%-9.0pp |
| Annual return | -7.32% | 3.54%-10.9pp | 735.12%-742.4pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,674 | $2,169-22.8% | $5,298-68.4% | $2,111-20.7% |
| Participant deferral / active EE | $4,176 | $2,392+74.6% | $5,081-17.8% | $3,350+24.7% |
| Admin fee / account holder | $3,577 | $438+716.2% | $13,411-73.3% | $521+586.6% |