Filed February 26, 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 | $22,298 | $44,103-49.4% | $75,826-70.6% | $64,186-65.3% |
| Participation rate | 67.9% | 62.7%+5.2pp | 68.2%-0.3pp | 69.6%-1.6pp |
| Annual return | -7.13% | -4.72%-2.4pp | 1914.15%-1921.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $652 | $1,446-54.9% | $1,913-65.9% | $2,381-72.6% |
| Participant deferral / active EE | $1,736 | $2,204-21.2% | $2,862-39.3% | $3,470-50.0% |
| Admin fee / account holder | $9,321 | $3,506+165.8% | $4,726+97.2% | $4,888+90.7% |