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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,236 | $58,694-53.6% | $142,863-80.9% | $85,850-68.3% |
| Participation rate | 60.7% | 58.5%+2.2pp | 71.9%-11.2pp | 69.3%-8.6pp |
| Annual return | 25.33% | 27.72%-2.4pp | 5637.54%-5612.2pp | 318.53%-293.2pp |
| Employer contribution / active EE | $251 | $1,423-82.4% | $4,144-93.9% | $2,565-90.2% |
| Participant deferral / active EE | $1,228 | $2,607-52.9% | $3,837-68.0% | $3,952-68.9% |
| Admin fee / account holder | $18,254 | $4,239+330.6% | $6,560+178.2% | $6,260+191.6% |