Filed August 6, 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 | $36,579 | $58,828-37.8% | $77,999-53.1% | $62,891-41.8% |
| Participation rate | 67.9% | 71.1%-3.2pp | 75.5%-7.7pp | 69.3%-1.4pp |
| Annual return | -3.82% | 17.16%-21.0pp | 425.96%-429.8pp | 20.14%-24.0pp |
| Employer contribution / active EE | $2,098 | $1,672+25.5% | $2,470-15.1% | $2,281-8.0% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,083 | $4,393+84.0% | $5,480+47.5% | $4,296+88.2% |