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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $390,701 | $54,705+614.2% | $71,209+448.7% | $84,808+360.7% |
| Participation rate | 55.2% | 64.1%-8.8pp | 73.8%-18.5pp | 68.3%-13.1pp |
| Annual return | 13.21% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $8,823 | $2,158+308.9% | $2,721+224.3% | $2,631+235.4% |
| Participant deferral / active EE | $2,220 | $3,030-26.7% | $4,175-46.8% | $4,212-47.3% |
| Admin fee / account holder | $44,630 | $4,863+817.7% | $5,349+734.4% | $7,344+507.7% |