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 | $53,982 | $30,588+76.5% | $53,898+0.2% | $85,563-36.9% |
| Participation rate | 13.1% | 26.3%-13.2pp | 55.0%-41.9pp | 66.0%-52.9pp |
| Annual return | 16.12% | 50.42%-34.3pp | 528.60%-512.5pp | 31.51%-15.4pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $690 | $848-18.6% | $1,826-62.2% | $4,375-84.2% |
| Admin fee / account holder | $2,970 | $1,879+58.1% | $2,491+19.2% | $834+256.0% |