Filed September 13, 2002 (most recent of 2 filings on file)
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.
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 | $58,468 | $52,353+11.7% | $120,225-51.4% | $82,448-29.1% |
| Participation rate | 27.0% | 58.3%-31.3pp | 69.6%-42.6pp | 68.1%-41.1pp |
| Annual return | 17.81% | 61.85%-44.0pp | 439.23%-421.4pp | 41.64%-23.8pp |
| Employer contribution / active EE | $189 | $1,510-87.5% | $3,475-94.6% | $2,551-92.6% |
| Participant deferral / active EE | $1,471 | $2,627-44.0% | $3,999-63.2% | $4,139-64.5% |
| Admin fee / account holder | $320 | $4,363-92.7% | $5,696-94.4% | $7,234-95.6% |