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 | $33,784 | $22,587+49.6% | $65,255-48.2% | $75,163-55.1% |
| Participation rate | 43.1% | 63.1%-20.0pp | 65.0%-21.9pp | 67.2%-24.1pp |
| Annual return | 9.20% | 71.03%-61.8pp | 47.35%-38.2pp | 160.62%-151.4pp |
| Employer contribution / active EE | $455 | $941-51.6% | $1,691-73.1% | $2,670-83.0% |
| Participant deferral / active EE | $1,266 | $1,695-25.3% | $2,831-55.3% | $4,125-69.3% |
| Admin fee / account holder | $3,019 | $1,876+61.0% | $4,112-26.6% | $5,651-46.6% |