Filed December 17, 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 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 | $51,854 | $77,634-33.2% | $156,549-66.9% | $62,891-17.5% |
| Participation rate | 66.3% | 71.2%-4.9pp | 84.0%-17.7pp | 69.3%-3.0pp |
| Annual return | 0.75% | 50.32%-49.6pp | 32.23%-31.5pp | 20.14%-19.4pp |
| Employer contribution / active EE | $603 | $3,444-82.5% | $5,501-89.0% | $2,281-73.6% |
| Participant deferral / active EE | $1,467 | $3,045-51.8% | $4,871-69.9% | $3,203-54.2% |
| Admin fee / account holder | $1,825 | $5,561-67.2% | $13,027-86.0% | $4,296-57.5% |