Filed May 12, 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 | $213,583 | $81,900+160.8% | $119,609+78.6% | $68,494+211.8% |
| Participation rate | 68.7% | 71.9%-3.2pp | 79.3%-10.6pp | 67.9%+0.8pp |
| Annual return | -21.90% | -23.82%+1.9pp | -14.97%-6.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,388 | $2,693+25.8% | $4,232-19.9% | $2,596+30.5% |
| Participant deferral / active EE | $7,289 | $4,148+75.7% | $5,602+30.1% | $4,027+81.0% |
| Admin fee / account holder | $7,924 | $6,582+20.4% | $10,323-23.2% | $5,403+46.7% |