Filed January 7, 2002 (most recent of 2 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 | $60,243 | $72,071-16.4% | $68,368-11.9% | $137,256-56.1% |
| Participation rate | 60.9% | 76.2%-15.4pp | 73.8%-12.9pp | 80.0%-19.1pp |
| Annual return | 17.61% | 353.14%-335.5pp | 292.57%-275.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,104 | $2,788-60.4% | $2,649-58.3% | $4,156-73.4% |
| Participant deferral / active EE | $2,472 | $4,410-43.9% | $4,123-40.0% | $6,407-61.4% |
| Admin fee / account holder | $2,342 | $5,336-56.1% | $5,150-54.5% | $12,270-80.9% |