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 | $102,233 | $53,777+90.1% | $134,143-23.8% | $79,858+28.0% |
| Participation rate | 59.7% | 58.8%+1.0pp | 72.2%-12.4pp | 69.6%-9.9pp |
| Annual return | 15.76% | 19.01%-3.3pp | 36.33%-20.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,203 | $1,321-9.0% | $3,704-67.5% | $2,471-51.3% |
| Participant deferral / active EE | $2,339 | $2,420-3.3% | $3,499-33.1% | $3,740-37.4% |
| Admin fee / account holder | $14,188 | $3,984+256.1% | $6,684+112.3% | $5,306+167.4% |