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 | $27,179 | $58,577-53.6% | $83,333-67.4% | $64,186-57.7% |
| Participation rate | 95.3% | 72.0%+23.3pp | 77.8%+17.6pp | 69.6%+25.7pp |
| Annual return | -7.19% | 9.65%-16.8pp | 10.63%-17.8pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,241 | $4,654-30.4% | $5,565-41.8% | $3,470-6.6% |
| Admin fee / account holder | $832 | $9,275-91.0% | $7,510-88.9% | $4,888-83.0% |