Filed May 29, 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 | $27,482 | $78,694-65.1% | $67,652-59.4% | $125,391-78.1% |
| Participation rate | 63.2% | 78.8%-15.6pp | 75.7%-12.5pp | 83.2%-20.0pp |
| Annual return | 1.65% | 9.46%-7.8pp | 6625.04%-6623.4pp | 282.22%-280.6pp |
| Employer contribution / active EE | $1,298 | $3,044-57.4% | $2,266-42.7% | $4,866-73.3% |
| Participant deferral / active EE | $1,684 | $4,292-60.8% | $3,560-52.7% | $5,352-68.5% |
| Admin fee / account holder | $934 | $7,403-87.4% | $4,821-80.6% | $9,540-90.2% |