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.
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 | $16,226 | $73,867-78.0% | $143,757-88.7% | $68,494-76.3% |
| Participation rate | 60.5% | 66.7%-6.2pp | 80.3%-19.8pp | 67.9%-7.4pp |
| Annual return | -13.23% | 1.01%-14.2pp | -0.04%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $444 | $3,184-86.0% | $4,951-91.0% | $2,596-82.9% |
| Participant deferral / active EE | $1,036 | $3,384-69.4% | $5,637-81.6% | $4,027-74.3% |
| Admin fee / account holder | $338 | $5,755-94.1% | $14,673-97.7% | $5,403-93.7% |