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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,074 | $116,175-69.8% | $93,606-62.5% | $152,861-77.1% |
| Participation rate | 45.8% | 78.0%-32.2pp | 75.8%-30.0pp | 82.4%-36.6pp |
| Annual return | 8.87% | 35.96%-27.1pp | 32.76%-23.9pp | 345.32%-336.4pp |
| Employer contribution / active EE | $717 | $3,218-77.7% | $2,718-73.6% | $4,762-85.0% |
| Participant deferral / active EE | $909 | $4,603-80.3% | $4,069-77.7% | $5,850-84.5% |
| Admin fee / account holder | $38,896 | $10,748+261.9% | $7,888+393.1% | $11,596+235.4% |