Filed January 13, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,414 | $110,094-31.5% | $151,611-50.3% | $68,494+10.1% |
| Participation rate | 69.0% | 84.0%-15.0pp | 87.5%-18.5pp | 67.9%+1.1pp |
| Annual return | -17.45% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,254 | $4,471-71.9% | $6,166-79.7% | $2,596-51.7% |
| Participant deferral / active EE | $5,989 | $6,527-8.2% | $8,363-28.4% | $4,027+48.7% |
| Admin fee / account holder | $5,205 | $7,719-32.6% | $11,616-55.2% | $5,403-3.7% |