Filed November 6, 2003
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 | $158,190 | $73,004+116.7% | $90,749+74.3% | $68,494+131.0% |
| Participation rate | 63.2% | 70.8%-7.7pp | 75.7%-12.5pp | 67.9%-4.7pp |
| Annual return | -19.17% | -13.81%-5.4pp | -12.16%-7.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,546 | $2,193+16.1% | $2,921-12.8% | $2,596-1.9% |
| Participant deferral / active EE | $5,926 | $3,627+63.4% | $4,564+29.8% | $4,027+47.1% |
| Admin fee / account holder | $37,644 | $5,896+538.5% | $8,445+345.8% | $5,403+596.8% |