Filed December 31, 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 | $78,386 | $45,566+72.0% | $64,105+22.3% | $59,632+31.4% |
| Participation rate | 66.7% | 60.2%+6.5pp | 68.2%-1.5pp | 68.7%-2.0pp |
| Annual return | -0.79% | 4.95%-5.7pp | 791.24%-792.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $136 | $934-85.4% | $1,820-92.5% | $2,203-93.8% |
| Participant deferral / active EE | $2,528 | $2,057+22.9% | $2,822-10.4% | $3,192-20.8% |
| Admin fee / account holder | $17,339 | $3,268+430.7% | $4,499+285.4% | $4,297+303.5% |