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 | $80,673-64.3% | $101,326-71.6% | $84,808-66.0% |
| Participation rate | 66.2% | 77.8%-11.6pp | 81.5%-15.3pp | 68.3%-2.2pp |
| Annual return | 15.92% | 38.95%-23.0pp | 36.82%-20.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,606 | $6,840-76.5% | $7,994-79.9% | $4,212-61.9% |
| Admin fee / account holder | $633 | $12,784-95.1% | $11,185-94.3% | $7,344-91.4% |