Filed February 26, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,367 | $167,484+50.1% | $151,611+65.8% | $134,475+86.9% |
| Participation rate | 68.8% | 88.4%-19.6pp | 87.5%-18.7pp | 81.2%-12.5pp |
| Annual return | -16.93% | 7.80%-24.7pp | 3.33%-20.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,869 | $6,829-72.6% | $6,166-69.7% | $4,740-60.6% |
| Participant deferral / active EE | $5,129 | $8,986-42.9% | $8,363-38.7% | $6,400-19.8% |
| Admin fee / account holder | $23,363 | $13,783+69.5% | $11,616+101.1% | $11,426+104.5% |