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 | $66,582 | $87,013-23.5% | $106,213-37.3% | $80,856-17.7% |
| Participation rate | 31.3% | 70.4%-39.2pp | 75.3%-44.0pp | 67.6%-36.4pp |
| Annual return | 10.99% | 17.05%-6.1pp | 116.14%-105.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,025 | $2,395-57.2% | $3,171-67.7% | $2,755-62.8% |
| Participant deferral / active EE | $1,387 | $3,986-65.2% | $5,016-72.4% | $4,296-67.7% |
| Admin fee / account holder | $3,352 | $8,431-60.2% | $11,033-69.6% | $6,918-51.5% |