Filed March 29, 2002 (most recent of 4 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.
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 | $107,439 | $52,353+105.2% | $120,225-10.6% | $82,448+30.3% |
| Participation rate | 48.9% | 58.3%-9.4pp | 69.6%-20.7pp | 68.1%-19.2pp |
| Annual return | 17.54% | 61.85%-44.3pp | 439.23%-421.7pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,375 | $1,510-8.9% | $3,475-60.4% | $2,551-46.1% |
| Participant deferral / active EE | $3,136 | $2,627+19.4% | $3,999-21.6% | $4,139-24.2% |
| Admin fee / account holder | $2,273 | $4,363-47.9% | $5,696-60.1% | $7,234-68.6% |