Filed December 19, 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 | $12,966 | $49,177-73.6% | $79,464-83.7% | $64,186-79.8% |
| Participation rate | 68.9% | 65.0%+3.9pp | 73.3%-4.5pp | 69.6%-0.7pp |
| Annual return | -7.38% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,306 | $2,076-37.1% | $2,800-53.4% | $2,381-45.2% |
| Participant deferral / active EE | $1,656 | $2,821-41.3% | $3,704-55.3% | $3,470-52.3% |
| Admin fee / account holder | $3,497 | $3,839-8.9% | $5,113-31.6% | $4,888-28.5% |