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 | $31,968 | $67,606-52.7% | $82,313-61.2% | $70,131-54.4% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.9%-39.4pp | 69.5%-32.0pp |
| Annual return | 13.42% | 21.57%-8.1pp | 25.88%-12.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $146 | $1,755-91.7% | $2,428-94.0% | $2,342-93.8% |
| Participant deferral / active EE | $1,462 | $2,987-51.1% | $3,706-60.6% | $3,332-56.1% |
| Admin fee / account holder | $3,622 | $4,512-19.7% | $5,608-35.4% | $4,645-22.0% |