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 | $44,709 | $70,475-36.6% | $100,516-55.5% | $79,858-44.0% |
| Participation rate | 90.2% | 73.7%+16.5pp | 79.4%+10.8pp | 69.6%+20.6pp |
| Annual return | 14.43% | 21.90%-7.5pp | 30.89%-16.5pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,985 | $5,181-23.1% | $6,270-36.4% | $3,740+6.5% |
| Admin fee / account holder | $3,493 | $4,478-22.0% | $8,081-56.8% | $5,306-34.2% |