Filed October 11, 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.
Employer 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 | $27,232 | $56,277-51.6% | $80,975-66.4% | $62,891-56.7% |
| Participation rate | 92.5% | 69.0%+23.5pp | 75.8%+16.6pp | 69.3%+23.1pp |
| Annual return | 6.99% | 22.12%-15.1pp | 17.10%-10.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,389 | $4,195-43.1% | $5,696-58.1% | $3,203-25.4% |
| Admin fee / account holder | $1,899 | $3,741-49.2% | $5,516-65.6% | $4,296-55.8% |