Filed February 26, 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 7-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $7,664 | $72,277-89.4% | $101,248-92.4% | $79,858-90.4% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 56.69% | 22.30%+34.4pp | 46.47%+10.2pp | 31.71%+25.0pp |
| Employer contribution / active EE | $1,434 | $2,692-46.7% | $3,660-60.8% | $2,471-41.9% |
| Participant deferral / active EE | $2,873 | $3,282-12.5% | $4,370-34.3% | $3,740-23.2% |
| Admin fee / account holder | $1,032 | $4,400-76.5% | $5,945-82.6% | $5,306-80.5% |