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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,807 | $78,422-55.6% | $95,952-63.7% | $79,858-56.4% |
| Participation rate | 50.9% | 73.5%-22.6pp | 77.1%-26.2pp | 69.6%-18.8pp |
| Annual return | 2.99% | 19.37%-16.4pp | 91.61%-88.6pp | 31.71%-28.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,584 | $3,440-53.9% | $4,167-62.0% | $3,740-57.6% |
| Admin fee / account holder | $15,509 | $5,622+175.9% | $6,795+128.2% | $5,306+192.3% |