Filed June 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 9-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,116 | $78,483-17.0% | $106,201-38.7% | $74,546-12.7% |
| Participation rate | 29.0% | 72.8%-43.8pp | 75.3%-46.3pp | 67.2%-38.2pp |
| Annual return | 11.24% | 15.94%-4.7pp | 116.26%-105.0pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $982 | $2,522-61.0% | $3,170-69.0% | $2,624-62.6% |
| Participant deferral / active EE | $1,715 | $4,320-60.3% | $5,012-65.8% | $4,347-60.6% |
| Admin fee / account holder | $2,200 | $2,236-1.6% | $11,039-80.1% | $1,944+13.2% |