Filed December 24, 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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,037 | $84,233-86.9% | $170,442-93.5% | $70,131-84.3% |
| Participation rate | 69.7% | 70.8%-1.1pp | 83.6%-13.9pp | 69.5%+0.2pp |
| Annual return | 13.79% | 23.06%-9.3pp | 205.93%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,553 | $3,387-54.1% | $5,433-71.4% | $2,342-33.7% |
| Participant deferral / active EE | $378 | $3,086-87.8% | $4,939-92.3% | $3,332-88.7% |
| Admin fee / account holder | $783 | $5,698-86.3% | $13,880-94.4% | $4,645-83.2% |