Filed August 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,984 | $61,774+338.7% | $97,226+178.7% | $80,856+235.1% |
| Participation rate | 58.6% | 63.5%-4.9pp | 72.7%-14.1pp | 67.6%-9.0pp |
| Annual return | 21.22% | -557.90%+579.1pp | 75.13%-53.9pp | 35.59%-14.4pp |
| Employer contribution / active EE | $1,409 | $1,837-23.3% | $2,729-48.3% | $2,755-48.8% |
| Participant deferral / active EE | $6,745 | $3,029+122.7% | $4,264+58.2% | $4,296+57.0% |
| Admin fee / account holder | $3,614 | $5,166-30.0% | $5,654-36.1% | $6,918-47.8% |