Filed June 15, 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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,696 | $87,841-75.3% | $133,980-83.8% | $62,891-65.5% |
| Participation rate | 86.2% | 83.4%+2.8pp | 87.1%-0.9pp | 69.3%+16.9pp |
| Annual return | 3.62% | 12.05%-8.4pp | 29.30%-25.7pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,699 | $3,483-51.2% | $5,211-67.4% | $2,281-25.5% |
| Participant deferral / active EE | $1,741 | $4,812-63.8% | $6,282-72.3% | $3,203-45.6% |
| Admin fee / account holder | $7,067 | $5,371+31.6% | $9,324-24.2% | $4,296+64.5% |