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 | $92,682 | $46,869+97.7% | $122,332-24.2% | $70,131+32.2% |
| Participation rate | 61.0% | 58.2%+2.8pp | 71.6%-10.7pp | 69.5%-8.6pp |
| Annual return | 16.54% | 24.22%-7.7pp | 30.27%-13.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,187 | $1,288-7.9% | $4,050-70.7% | $2,342-49.3% |
| Participant deferral / active EE | $2,305 | $2,166+6.4% | $3,287-29.9% | $3,332-30.8% |
| Admin fee / account holder | $4,087 | $3,322+23.0% | $5,478-25.4% | $4,645-12.0% |