Filed March 19, 2002
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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,996 | $73,933+46.1% | $96,683+11.7% | $75,163+43.7% |
| Participation rate | 56.6% | 66.4%-9.8pp | 74.3%-17.7pp | 67.2%-10.6pp |
| Annual return | 17.69% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,558 | $2,928-46.8% | $3,737-58.3% | $2,670-41.6% |
| Participant deferral / active EE | $3,663 | $3,659+0.1% | $4,878-24.9% | $4,125-11.2% |
| Admin fee / account holder | $2,348 | $5,216-55.0% | $6,730-65.1% | $5,651-58.5% |