Filed January 1, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,509 | $125,758-75.7% | $169,993-82.1% | $75,163-59.4% |
| Participation rate | 68.8% | 83.6%-14.8pp | 87.0%-18.2pp | 67.2%+1.6pp |
| Annual return | 17.09% | 27.20%-10.1pp | 53.37%-36.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,810 | $4,615-60.8% | $6,785-73.3% | $2,670-32.2% |
| Participant deferral / active EE | $2,239 | $6,837-67.2% | $10,408-78.5% | $4,125-45.7% |
| Admin fee / account holder | $1,474 | $8,173-82.0% | $12,815-88.5% | $5,651-73.9% |