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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,950 | $84,556-22.0% | $116,228-43.3% | $74,304-11.2% |
| Participation rate | 40.5% | 66.0%-25.5pp | 74.6%-34.1pp | 60.3%-19.9pp |
| Annual return | 17.32% | 18.35%-1.0pp | 90.06%-72.7pp | 29.43%-12.1pp |
| Employer contribution / active EE | $1,206 | $2,168-44.4% | $2,994-59.7% | $2,241-46.2% |
| Participant deferral / active EE | $2,084 | $3,814-45.4% | $4,953-57.9% | $3,767-44.7% |
| Admin fee / account holder | $1,991 | $3,792-47.5% | $11,989-83.4% | $2,969-32.9% |