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 | $27,224 | $52,380-48.0% | $98,755-72.4% | $85,850-68.3% |
| Participation rate | 61.5% | 58.0%+3.6pp | 65.7%-4.2pp | 69.3%-7.8pp |
| Annual return | 13.23% | 25.82%-12.6pp | 49.91%-36.7pp | 318.53%-305.3pp |
| Employer contribution / active EE | $586 | $1,337-56.2% | $2,067-71.6% | $2,565-77.1% |
| Participant deferral / active EE | $1,621 | $2,101-22.9% | $3,035-46.6% | $3,952-59.0% |
| Admin fee / account holder | $8,083 | $3,865+109.1% | $4,076+98.3% | $6,260+29.1% |