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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,095 | $63,346+253.8% | $92,233+143.0% | $70,131+219.5% |
| Participation rate | 48.0% | 68.7%-20.7pp | 76.5%-28.5pp | 69.5%-21.5pp |
| Annual return | 16.02% | 530.12%-514.1pp | 176.28%-160.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,553 | $2,471+43.8% | $3,679-3.4% | $2,342+51.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $33,437 | $3,840+770.7% | $5,194+543.8% | $4,645+619.8% |