Filed May 10, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,362 | $158,817-62.6% | $121,196-51.0% | $135,375-56.2% |
| Participation rate | 35.0% | 79.3%-44.3pp | 71.7%-36.7pp | 82.6%-47.6pp |
| Annual return | 4.85% | -0.64%+5.5pp | 16.93%-12.1pp | 519.73%-514.9pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,026 | $4,005-74.4% | $3,344-69.3% | $5,609-81.7% |
| Admin fee / account holder | $10,606 | $6,512+62.9% | $5,019+111.3% | $10,827-2.0% |