Filed May 1, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,115 | $78,483-27.2% | $106,201-46.2% | $74,546-23.4% |
| Participation rate | 38.8% | 72.8%-34.0pp | 75.3%-36.5pp | 67.2%-28.4pp |
| Annual return | 12.69% | 15.94%-3.3pp | 116.26%-103.6pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $1,154 | $2,522-54.2% | $3,170-63.6% | $2,624-56.0% |
| Participant deferral / active EE | $2,359 | $4,320-45.4% | $5,012-52.9% | $4,347-45.7% |
| Admin fee / account holder | $3,002 | $2,236+34.3% | $11,039-72.8% | $1,944+54.5% |