Filed March 7, 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 | $68,361 | $58,264+17.3% | $86,612-21.1% | $71,457-4.3% |
| Participation rate | 28.0% | 65.0%-37.0pp | 71.7%-43.7pp | 67.9%-39.9pp |
| Annual return | 21.67% | 21.63%0pp | 591.07%-569.4pp | 28.85%-7.2pp |
| Employer contribution / active EE | $1,017 | $2,574-60.5% | $3,022-66.4% | $2,588-60.7% |
| Participant deferral / active EE | $2,018 | $3,436-41.3% | $4,438-54.5% | $4,289-52.9% |
| Admin fee / account holder | $540 | $1,057-48.9% | $5,614-90.4% | $1,587-66.0% |