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 | $47,762 | $24,730+93.1% | $66,042-27.7% | $84,808-43.7% |
| Participation rate | 35.7% | 68.1%-32.4pp | 67.5%-31.8pp | 68.3%-32.6pp |
| Annual return | 13.61% | 79.55%-65.9pp | 52.11%-38.5pp | 40.90%-27.3pp |
| Employer contribution / active EE | $317 | $857-63.0% | $1,579-79.9% | $2,631-88.0% |
| Participant deferral / active EE | $1,440 | $1,737-17.1% | $2,835-49.2% | $4,212-65.8% |
| Admin fee / account holder | $6,412 | $3,014+112.7% | $5,747+11.6% | $7,344-12.7% |