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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,904 | $81,208-50.9% | $98,907-59.7% | $79,858-50.0% |
| Participation rate | 35.7% | 72.5%-36.8pp | 76.0%-40.3pp | 69.6%-33.9pp |
| Annual return | 11.00% | 60.99%-50.0pp | 196.43%-185.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $672 | $1,960-65.7% | $2,689-75.0% | $2,471-72.8% |
| Participant deferral / active EE | $847 | $3,265-74.1% | $4,244-80.0% | $3,740-77.4% |
| Admin fee / account holder | $6,025 | $6,013+0.2% | $6,642-9.3% | $5,306+13.6% |