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 | $27,222 | $80,968-66.4% | $96,544-71.8% | $75,163-63.8% |
| Participation rate | 51.2% | 71.8%-20.5pp | 76.0%-24.7pp | 67.2%-16.0pp |
| Annual return | 13.06% | 27.06%-14.0pp | 25.84%-12.8pp | 160.62%-147.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,297 | $3,928-16.1% | $4,851-32.0% | $4,125-20.1% |
| Admin fee / account holder | $25,349 | $6,724+277.0% | $8,252+207.2% | $5,651+348.6% |