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 | $110,756 | $197,591-43.9% | $177,821-37.7% | $158,922-30.3% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 5.01% | 58.76%-53.7pp | 48.32%-43.3pp | 302.83%-297.8pp |
| Employer contribution / active EE | $1,722 | $6,697-74.3% | $5,918-70.9% | $4,761-63.8% |
| Participant deferral / active EE | $4,583 | $8,405-45.5% | $7,714-40.6% | $5,982-23.4% |
| Admin fee / account holder | $2,813 | $15,399-81.7% | $12,427-77.4% | $11,246-75.0% |