Filed March 17, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,814 | $78,520-63.3% | $96,576-70.2% | $82,448-65.1% |
| Participation rate | 66.2% | 77.7%-11.6pp | 81.4%-15.3pp | 68.1%-1.9pp |
| Annual return | 15.92% | 41.30%-25.4pp | 38.47%-22.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,606 | $6,754-76.2% | $7,956-79.8% | $4,139-61.2% |
| Admin fee / account holder | $633 | $13,455-95.3% | $11,381-94.4% | $7,234-91.3% |