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 | $67,611 | $56,317+20.1% | $71,209-5.1% | $74,304-9.0% |
| Participation rate | 34.5% | 55.1%-20.6pp | 73.8%-39.3pp | 60.3%-25.9pp |
| Annual return | 16.05% | 42.83%-26.8pp | 282.51%-266.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,080 | $2,160-50.0% | $2,721-60.3% | $2,241-51.8% |
| Participant deferral / active EE | $1,909 | $2,788-31.5% | $4,175-54.3% | $3,767-49.3% |
| Admin fee / account holder | $12,049 | $2,290+426.3% | $5,349+125.3% | $2,969+305.9% |