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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,026 | $50,972-54.8% | $88,538-74.0% | $72,985-68.5% |
| Participation rate | 62.1% | 63.4%-1.3pp | 68.7%-6.6pp | 69.5%-7.4pp |
| Annual return | 13.41% | 29.62%-16.2pp | 43.64%-30.2pp | 81.00%-67.6pp |
| Employer contribution / active EE | $484 | $1,475-67.2% | $2,098-76.9% | $2,440-80.2% |
| Participant deferral / active EE | $1,270 | $2,230-43.1% | $2,914-56.4% | $3,607-64.8% |
| Admin fee / account holder | $2,376 | $3,230-26.4% | $4,310-44.9% | $5,124-53.6% |