Filed January 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 6-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 | $15,250 | $86,699-82.4% | $73,307-79.2% | $125,391-87.8% |
| Participation rate | 0.0% | 78.6%-78.6pp | 74.9%-74.9pp | 83.2%-83.2pp |
| Annual return | -1.37% | 2.78%-4.1pp | 5.67%-7.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $373 | $4,152-91.0% | $3,237-88.5% | $4,866-92.3% |
| Participant deferral / active EE | $1,358 | $5,550-75.5% | $4,991-72.8% | $5,352-74.6% |
| Admin fee / account holder | $11,184 | $7,771+43.9% | $5,637+98.4% | $9,540+17.2% |