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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,453 | $49,173-50.3% | $121,098-79.8% | $75,163-67.5% |
| Participation rate | 40.5% | 55.4%-14.9pp | 69.5%-29.0pp | 67.2%-26.7pp |
| Annual return | 11.02% | 55.99%-45.0pp | 985.75%-974.7pp | 160.62%-149.6pp |
| Employer contribution / active EE | $182 | $1,546-88.3% | $4,164-95.6% | $2,670-93.2% |
| Participant deferral / active EE | $845 | $2,628-67.8% | $4,080-79.3% | $4,125-79.5% |
| Admin fee / account holder | $667 | $3,942-83.1% | $5,644-88.2% | $5,651-88.2% |