Filed April 8, 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.
Employer 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 | $23,302 | $56,897-59.0% | $84,750-72.5% | $62,891-62.9% |
| Participation rate | 57.1% | 68.5%-11.4pp | 76.6%-19.4pp | 69.3%-12.2pp |
| Annual return | 6.00% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,203 | $2,709-18.7% | $3,712-40.6% | $3,203-31.2% |
| Admin fee / account holder | $4,406 | $3,581+23.0% | $5,332-17.4% | $4,296+2.6% |