Filed January 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,456 | $91,190-62.2% | $178,490-80.7% | $79,858-56.9% |
| Participation rate | 37.5% | 69.2%-31.7pp | 81.9%-44.4pp | 69.6%-32.1pp |
| Annual return | 1.42% | 24.19%-22.8pp | 151.07%-149.6pp | 31.71%-30.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,233 | $3,236-31.0% | $5,202-57.1% | $3,740-40.3% |
| Admin fee / account holder | $11,991 | $6,751+77.6% | $13,984-14.3% | $5,306+126.0% |