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 | $38,088 | $73,004-47.8% | $90,749-58.0% | $68,494-44.4% |
| Participation rate | 40.7% | 70.8%-30.1pp | 75.7%-35.0pp | 67.9%-27.1pp |
| Annual return | -18.86% | -13.81%-5.1pp | -12.16%-6.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $889 | $2,193-59.4% | $2,921-69.6% | $2,596-65.7% |
| Participant deferral / active EE | $1,034 | $3,627-71.5% | $4,564-77.3% | $4,027-74.3% |
| Admin fee / account holder | $1,147 | $5,896-80.5% | $8,445-86.4% | $5,403-78.8% |