Filed February 22, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,733 | $53,127-36.5% | $86,590-61.0% | $70,131-51.9% |
| Participation rate | 55.6% | 65.3%-9.8pp | 73.5%-18.0pp | 69.5%-14.0pp |
| Annual return | 10.40% | 27.66%-17.3pp | 964.84%-954.4pp | 73.14%-62.7pp |
| Employer contribution / active EE | $647 | $2,068-68.7% | $2,839-77.2% | $2,342-72.4% |
| Participant deferral / active EE | $2,149 | $2,696-20.3% | $3,609-40.4% | $3,332-35.5% |
| Admin fee / account holder | $5,764 | $3,585+60.8% | $4,906+17.5% | $4,645+24.1% |