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 | $18,344 | $53,516-65.7% | $126,539-85.5% | $84,808-78.4% |
| Participation rate | 35.6% | 58.2%-22.7pp | 69.8%-34.3pp | 68.3%-32.8pp |
| Annual return | 4.69% | 58.34%-53.6pp | 425.95%-421.3pp | 40.90%-36.2pp |
| Employer contribution / active EE | $235 | $1,535-84.7% | $3,674-93.6% | $2,631-91.1% |
| Participant deferral / active EE | $866 | $2,671-67.6% | $4,083-78.8% | $4,212-79.4% |
| Admin fee / account holder | $15,492 | $4,497+244.5% | $6,065+155.4% | $7,344+110.9% |