Filed December 29, 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 8-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,372 | $26,114+50.8% | $58,482-32.7% | $74,419-47.1% |
| Participation rate | 16.5% | 32.1%-15.7pp | 50.9%-34.4pp | 70.7%-54.3pp |
| Annual return | 17.03% | 32.51%-15.5pp | 4239.32%-4222.3pp | 34.38%-17.4pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $759 | $1,075-29.3% | $1,924-60.5% | $4,528-83.2% |
| Admin fee / account holder | $3,037 | $649+367.8% | $2,516+20.7% | $348+773.1% |