Filed December 17, 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 | $63,558 | $104,251-39.0% | $91,001-30.2% | $147,584-56.9% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 8.02% | 27.06%-19.0pp | 4.60%+3.4pp | 578.55%-570.5pp |
| Employer contribution / active EE | $1,067 | $3,116-65.7% | $2,456-56.5% | $4,876-78.1% |
| Participant deferral / active EE | $1,446 | $4,195-65.5% | $3,547-59.2% | $5,439-73.4% |
| Admin fee / account holder | $4,403 | $8,948-50.8% | $5,417-18.7% | $10,885-59.6% |