Filed December 6, 2002
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,602 | $54,701+34.6% | $86,188-14.6% | $71,457+3.0% |
| Participation rate | 44.9% | 60.1%-15.2pp | 69.0%-24.0pp | 67.9%-23.0pp |
| Annual return | 12.76% | 20.06%-7.3pp | 1168.45%-1155.7pp | 28.85%-16.1pp |
| Employer contribution / active EE | $558 | $1,265-55.9% | $2,380-76.6% | $2,588-78.4% |
| Participant deferral / active EE | $2,023 | $3,108-34.9% | $3,985-49.2% | $4,289-52.8% |
| Admin fee / account holder | $1,416 | $1,922-26.3% | $6,852-79.3% | $1,587-10.8% |