Filed June 5, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,924 | $60,349-58.7% | $74,183-66.4% | $62,891-60.4% |
| Participation rate | 51.6% | 72.7%-21.1pp | 76.6%-25.0pp | 69.3%-17.7pp |
| Annual return | 5.43% | 21.37%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $148 | $1,680-91.2% | $2,370-93.7% | $2,281-93.5% |
| Participant deferral / active EE | $1,638 | $2,856-42.6% | $3,550-53.8% | $3,203-48.9% |
| Admin fee / account holder | $1,093 | $4,261-74.4% | $5,586-80.4% | $4,296-74.6% |