Filed October 1, 2003 (most recent of 2 filings on file)
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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,166 | $72,492-66.7% | $87,100-72.3% | $72,985-66.9% |
| Participation rate | 48.8% | 72.8%-24.0pp | 76.9%-28.0pp | 69.5%-20.6pp |
| Annual return | 19.75% | 24.46%-4.7pp | 28.19%-8.4pp | 81.00%-61.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $590 | $3,270-81.9% | $4,049-85.4% | $3,607-83.6% |
| Admin fee / account holder | $3,651 | $5,055-27.8% | $7,497-51.3% | $5,124-28.7% |