Filed October 10, 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 | $36,740 | $73,004-49.7% | $90,749-59.5% | $68,494-46.4% |
| Participation rate | 51.7% | 70.8%-19.1pp | 75.7%-24.0pp | 67.9%-16.2pp |
| Annual return | -11.95% | -13.81%+1.9pp | -12.16%+0.2pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,516 | $2,193-30.9% | $2,921-48.1% | $2,596-41.6% |
| Participant deferral / active EE | $2,620 | $3,627-27.8% | $4,564-42.6% | $4,027-34.9% |
| Admin fee / account holder | $3,763 | $5,896-36.2% | $8,445-55.4% | $5,403-30.4% |