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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,642 | $79,944+134.7% | $98,439+90.6% | $75,163+149.6% |
| Participation rate | 57.5% | 70.4%-12.9pp | 75.2%-17.7pp | 67.2%-9.7pp |
| Annual return | 20.22% | 19.75%+0.5pp | 21.16%-0.9pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,871 | $2,264+26.8% | $3,048-5.8% | $2,670+7.5% |
| Participant deferral / active EE | $6,487 | $3,752+72.9% | $4,738+36.9% | $4,125+57.3% |
| Admin fee / account holder | $7,397 | $6,840+8.1% | $8,948-17.3% | $5,651+30.9% |