Filed January 22, 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 | $40,342 | $80,753-50.0% | $136,294-70.4% | $62,292-35.2% |
| Participation rate | 65.4% | 73.5%-8.1pp | 81.9%-16.5pp | 69.5%-4.1pp |
| Annual return | 25.90% | 35.83%-9.9pp | 5155.94%-5130.0pp | 28.90%-3.0pp |
| Employer contribution / active EE | $1,319 | $2,884-54.3% | $4,695-71.9% | $2,042-35.4% |
| Participant deferral / active EE | $2,737 | $5,164-47.0% | $6,247-56.2% | $3,169-13.6% |
| Admin fee / account holder | $320 | $525-39.1% | $9,243-96.5% | $479-33.2% |