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 | $129,777 | $96,484+34.5% | $156,263-16.9% | $74,304+74.7% |
| Participation rate | 53.2% | 67.7%-14.5pp | 78.9%-25.7pp | 60.3%-7.2pp |
| Annual return | 12.84% | 17.73%-4.9pp | 59.47%-46.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,881 | $2,528-25.6% | $4,333-56.6% | $2,241-16.1% |
| Participant deferral / active EE | $3,925 | $4,286-8.4% | $6,158-36.3% | $3,767+4.2% |
| Admin fee / account holder | $9,351 | $3,728+150.9% | $14,255-34.4% | $2,969+215.0% |