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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,248 | $67,411-61.1% | $91,001-71.2% | $70,131-62.6% |
| Participation rate | 26.1% | 71.4%-45.3pp | 75.6%-49.5pp | 69.5%-43.5pp |
| Annual return | 11.49% | -40.16%+51.6pp | 4.60%+6.9pp | 73.14%-61.7pp |
| Employer contribution / active EE | $679 | $1,786-62.0% | $2,456-72.3% | $2,342-71.0% |
| Participant deferral / active EE | $1,338 | $2,823-52.6% | $3,547-62.3% | $3,332-59.8% |
| Admin fee / account holder | $825 | $4,236-80.5% | $5,417-84.8% | $4,645-82.2% |