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 | $74,888-19.6% | $71,209-15.4% | $142,382-57.7% |
| Participation rate | 60.9% | 76.2%-15.4pp | 73.8%-12.9pp | 80.1%-19.3pp |
| Annual return | 17.61% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,104 | $2,854-61.3% | $2,721-59.4% | $4,299-74.3% |
| Participant deferral / active EE | $2,472 | $4,454-44.5% | $4,175-40.8% | $6,507-62.0% |
| Admin fee / account holder | $2,342 | $5,568-57.9% | $5,349-56.2% | $12,624-81.4% |