Filed March 20, 2003 (most recent of 2 filings on file)
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 | $80,476 | $171,865-53.2% | $149,718-46.2% | $147,584-45.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 4.39% | 2113.22%-2108.8pp | 1501.63%-1497.2pp | 578.55%-574.2pp |
| Employer contribution / active EE | $1,728 | $6,275-72.5% | $5,445-68.3% | $4,876-64.6% |
| Participant deferral / active EE | $4,323 | $7,271-40.5% | $6,569-34.2% | $5,439-20.5% |
| Admin fee / account holder | $17,438 | $13,799+26.4% | $11,283+54.6% | $10,885+60.2% |