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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,222 | $105,859-86.6% | $90,160-84.2% | $147,584-90.4% |
| Participation rate | 56.3% | 79.7%-23.5pp | 76.9%-20.6pp | 82.8%-26.6pp |
| Annual return | 8.03% | 37.63%-29.6pp | 34.88%-26.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $194 | $4,126-95.3% | $3,318-94.2% | $4,876-96.0% |
| Participant deferral / active EE | $4,614 | $5,733-19.5% | $5,288-12.7% | $5,439-15.2% |
| Admin fee / account holder | $5,901 | $8,046-26.7% | $5,943-0.7% | $10,885-45.8% |