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 | $62,874 | $58,523+7.4% | $99,443-36.8% | $72,985-13.9% |
| Participation rate | 67.5% | 64.6%+2.9pp | 73.8%-6.3pp | 69.5%-2.0pp |
| Annual return | 21.83% | 28.51%-6.7pp | 30.72%-8.9pp | 81.00%-59.2pp |
| Employer contribution / active EE | $355 | $1,512-76.5% | $2,540-86.0% | $2,440-85.4% |
| Participant deferral / active EE | $2,115 | $2,606-18.9% | $3,619-41.6% | $3,607-41.4% |
| Admin fee / account holder | $11,407 | $4,102+178.1% | $6,250+82.5% | $5,124+122.6% |