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 | $35,411 | $25,014+41.6% | $69,647-49.2% | $80,856-56.2% |
| Participation rate | 41.3% | 64.2%-23.0pp | 66.5%-25.2pp | 67.6%-26.4pp |
| Annual return | 8.30% | 19.07%-10.8pp | 100.48%-92.2pp | 35.59%-27.3pp |
| Employer contribution / active EE | $399 | $993-59.8% | $1,712-76.7% | $2,755-85.5% |
| Participant deferral / active EE | $1,131 | $1,839-38.5% | $2,886-60.8% | $4,296-73.7% |
| Admin fee / account holder | $4,781 | $2,488+92.2% | $4,713+1.4% | $6,918-30.9% |