Filed February 24, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,213 | $71,057+34.0% | $93,654+1.7% | $80,874+17.7% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.6%-27.6pp |
| Annual return | 11.18% | 11.26%-0.1pp | 133.34%-122.2pp | 35.62%-24.4pp |
| Employer contribution / active EE | $410 | $1,564-73.8% | $2,421-83.1% | $2,756-85.1% |
| Participant deferral / active EE | $1,960 | $4,034-51.4% | $4,413-55.6% | $4,297-54.4% |
| Admin fee / account holder | $23,022 | $6,944+231.5% | $8,282+178.0% | $6,935+232.0% |