Filed March 26, 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 | $99,190 | $82,978+19.5% | $129,995-23.7% | $71,457+38.8% |
| Participation rate | 52.1% | 74.1%-22.0pp | 78.5%-26.4pp | 67.9%-15.9pp |
| Annual return | 14.12% | 20.60%-6.5pp | -137.18%+151.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,798 | $2,622-31.4% | $4,320-58.4% | $2,588-30.5% |
| Participant deferral / active EE | $3,732 | $4,432-15.8% | $5,820-35.9% | $4,289-13.0% |
| Admin fee / account holder | $5,694 | $1,729+229.3% | $10,614-46.4% | $1,587+258.7% |