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 | $95,430 | $59,805+59.6% | $79,550+20.0% | $68,494+39.3% |
| Participation rate | 62.2% | 61.1%+1.2pp | 69.5%-7.3pp | 67.9%-5.7pp |
| Annual return | -16.35% | -12.30%-4.1pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $760 | $1,505-49.5% | $2,413-68.5% | $2,596-70.7% |
| Participant deferral / active EE | $6,445 | $3,024+113.1% | $3,985+61.7% | $4,027+60.0% |
| Admin fee / account holder | $18,168 | $4,835+275.8% | $6,832+165.9% | $5,403+236.3% |