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 | $20,503 | $46,674-56.1% | $117,472-82.5% | $68,494-70.1% |
| Participation rate | 56.8% | 56.8%0pp | 70.6%-13.8pp | 67.9%-11.1pp |
| Annual return | -17.74% | -14.52%-3.2pp | 29.74%-47.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $180 | $1,505-88.0% | $4,176-95.7% | $2,596-93.1% |
| Participant deferral / active EE | $998 | $2,636-62.2% | $4,070-75.5% | $4,027-75.2% |
| Admin fee / account holder | $5,155 | $4,020+28.2% | $5,645-8.7% | $5,403-4.6% |