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 | $52,563 | $48,364+8.7% | $71,796-26.8% | $62,891-16.4% |
| Participation rate | 57.6% | 60.6%-3.0pp | 69.1%-11.5pp | 69.3%-11.7pp |
| Annual return | 5.20% | 13.16%-8.0pp | 78.04%-72.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $628 | $1,042-39.8% | $1,924-67.4% | $2,281-72.5% |
| Participant deferral / active EE | $3,409 | $2,091+63.0% | $2,794+22.0% | $3,203+6.4% |
| Admin fee / account holder | $1,213 | $3,771-67.8% | $4,815-74.8% | $4,296-71.8% |