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 | $49,595 | $29,548+67.8% | $56,411-12.1% | $77,643-36.1% |
| Participation rate | 14.9% | 32.7%-17.8pp | 52.5%-37.5pp | 70.6%-55.6pp |
| Annual return | 13.33% | 19.01%-5.7pp | 1701.33%-1688.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $714 | $1,061-32.7% | $1,952-63.4% | $4,647-84.6% |
| Admin fee / account holder | $2,694 | $1,046+157.5% | $2,829-4.8% | $430+525.9% |