Filed February 25, 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 | $134,444 | $54,541+146.5% | $78,778+70.7% | $70,131+91.7% |
| Participation rate | 48.0% | 60.8%-12.8pp | 69.2%-21.2pp | 69.5%-21.6pp |
| Annual return | 15.72% | 21.07%-5.4pp | 35.62%-19.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $387 | $1,089-64.5% | $1,986-80.5% | $2,342-83.5% |
| Participant deferral / active EE | $3,139 | $2,210+42.0% | $2,958+6.1% | $3,332-5.8% |
| Admin fee / account holder | $3,157 | $3,709-14.9% | $5,134-38.5% | $4,645-32.0% |