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 | $42,472 | $45,566-6.8% | $64,105-33.7% | $59,632-28.8% |
| Participation rate | 63.3% | 60.2%+3.2pp | 68.2%-4.8pp | 68.7%-5.3pp |
| Annual return | -1.59% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $604 | $934-35.3% | $1,820-66.8% | $2,203-72.6% |
| Participant deferral / active EE | $3,440 | $2,057+67.2% | $2,822+21.9% | $3,192+7.8% |
| Admin fee / account holder | $15,086 | $3,268+361.7% | $4,499+235.3% | $4,297+251.1% |