Filed December 31, 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 | $39,991 | $36,790+8.7% | $84,966-52.9% | - |
| Participation rate | 29.3% | 47.2%-17.9pp | 67.5%-38.2pp | - |
| Annual return | 12.69% | 16.20%-3.5pp | 66.38%-53.7pp | - |
| Employer contribution / active EE | $291 | $1,404-79.3% | $2,727-89.3% | - |
| Participant deferral / active EE | $677 | $2,003-66.2% | $4,519-85.0% | - |
| Admin fee / account holder | $8,143 | $2,089+289.9% | $6,149+32.4% | - |