Filed January 10, 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 8-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 | $74,975 | $46,464+61.4% | $150,298-50.1% | $79,634-5.9% |
| Participation rate | 10.1% | 57.0%-46.8pp | 77.8%-67.6pp | 62.5%-52.3pp |
| Annual return | 17.51% | 27.89%-10.4pp | 62.79%-45.3pp | 36.46%-19.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $570 | $2,157-73.6% | $5,453-89.5% | $3,835-85.1% |
| Admin fee / account holder | $2,365 | $891+165.6% | $14,116-83.2% | $1,002+136.1% |