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 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 | $86,361 | $94,625-8.7% | $116,228-25.7% | $84,808+1.8% |
| Participation rate | 31.8% | 70.4%-38.6pp | 74.6%-42.7pp | 68.3%-36.5pp |
| Annual return | 14.17% | 20.40%-6.2pp | 90.06%-75.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,206 | $2,347-48.6% | $2,994-59.7% | $2,631-54.1% |
| Participant deferral / active EE | $2,108 | $3,972-46.9% | $4,953-57.4% | $4,212-49.9% |
| Admin fee / account holder | $2,241 | $10,091-77.8% | $11,989-81.3% | $7,344-69.5% |