Filed March 20, 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 | $65,688 | $29,051+126.1% | $52,425+25.3% | $67,986-3.4% |
| Participation rate | 29.1% | 30.4%-1.3pp | 55.6%-26.5pp | 57.2%-28.1pp |
| Annual return | 15.05% | 24.00%-8.9pp | 302.12%-287.1pp | 31.67%-16.6pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $719 | $873-17.6% | $1,790-59.8% | $3,358-78.6% |
| Admin fee / account holder | $5,293 | $2,113+150.6% | $2,495+112.2% | $3,203+65.3% |