Filed January 31, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,665 | $56,897+242.1% | $84,750+129.7% | $62,891+209.5% |
| Participation rate | 44.8% | 68.5%-23.7pp | 76.6%-31.8pp | 69.3%-24.5pp |
| Annual return | 3.71% | 6.30%-2.6pp | 22.78%-19.1pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,861 | $2,400-22.4% | $3,574-47.9% | $2,281-18.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $17,343 | $3,581+384.3% | $5,332+225.3% | $4,296+303.7% |