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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,737 | $84,414+35.9% | $164,813-30.4% | - |
| Participation rate | 64.6% | 69.4%-4.7pp | 78.6%-14.0pp | - |
| Annual return | 11.08% | 13.94%-2.9pp | 69.93%-58.9pp | - |
| Employer contribution / active EE | $2,121 | $2,400-11.6% | $4,341-51.1% | - |
| Participant deferral / active EE | $4,429 | $4,277+3.5% | $6,031-26.6% | - |
| Admin fee / account holder | $9,476 | $4,429+113.9% | $12,690-25.3% | - |