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.
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 | $28,025 | $71,883-61.0% | $86,677-67.7% | $68,494-59.1% |
| Participation rate | 45.1% | 72.2%-27.1pp | 76.6%-31.5pp | 67.9%-22.8pp |
| Annual return | -9.13% | 3.52%-12.7pp | 35.91%-45.0pp | -7.84%-1.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $825 | $3,779-78.2% | $4,656-82.3% | $4,027-79.5% |
| Admin fee / account holder | $12,111 | $6,112+98.2% | $7,493+61.6% | $5,403+124.2% |