Filed September 26, 2002 (most recent of 2 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,048 | $54,350+501.7% | $82,719+295.4% | $68,494+377.5% |
| Participation rate | 69.8% | 63.9%+5.9pp | 72.6%-2.7pp | 67.9%+1.9pp |
| Annual return | -13.17% | -13.67%+0.5pp | 701.18%-714.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $10,257 | $2,218+362.4% | $3,009+240.9% | $2,596+295.1% |
| Participant deferral / active EE | $2,889 | $3,246-11.0% | $4,395-34.3% | $4,027-28.3% |
| Admin fee / account holder | $17,968 | $4,395+308.8% | $5,329+237.2% | $5,403+232.6% |