Filed June 8, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,730 | $72,492-57.6% | $87,100-64.7% | $72,985-57.9% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.9%-15.3pp | 69.5%-7.9pp |
| Annual return | 16.07% | 24.46%-8.4pp | 28.19%-12.1pp | 81.00%-64.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,987 | $3,270-39.2% | $4,049-50.9% | $3,607-44.9% |
| Admin fee / account holder | $2,039 | $5,055-59.7% | $7,497-72.8% | $5,124-60.2% |