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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,725 | $86,286-12.2% | $111,297-32.0% | $85,850-11.8% |
| Participation rate | 97.7% | 73.3%+24.4pp | 77.3%+20.4pp | 69.3%+28.4pp |
| Annual return | 34.80% | 19.99%+14.8pp | 54.65%-19.8pp | 318.53%-283.7pp |
| Employer contribution / active EE | $1,716 | $2,043-16.0% | $2,731-37.2% | $2,565-33.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,578 | $8,188-80.7% | $7,964-80.2% | $6,260-74.8% |