Filed March 8, 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 | $78,231 | $73,933+5.8% | $96,683-19.1% | $75,163+4.1% |
| Participation rate | 67.6% | 66.4%+1.1pp | 74.3%-6.8pp | 67.2%+0.4pp |
| Annual return | 22.03% | 26.70%-4.7pp | 35.69%-13.7pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,884 | $2,928-35.6% | $3,737-49.6% | $2,670-29.4% |
| Participant deferral / active EE | $3,723 | $3,659+1.7% | $4,878-23.7% | $4,125-9.8% |
| Admin fee / account holder | $1,002 | $5,216-80.8% | $6,730-85.1% | $5,651-82.3% |