Filed August 6, 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 | $42,344 | $71,883-41.1% | $86,677-51.1% | $68,494-38.2% |
| Participation rate | 52.9% | 72.2%-19.3pp | 76.6%-23.6pp | 67.9%-14.9pp |
| Annual return | -14.63% | 3.52%-18.2pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,459 | $3,779-8.5% | $4,656-25.7% | $4,027-14.1% |
| Admin fee / account holder | $1,762 | $6,112-71.2% | $7,493-76.5% | $5,403-67.4% |