Filed April 17, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,280 | $48,364-39.5% | $71,796-59.2% | $62,891-53.4% |
| Participation rate | 0.0% | 60.6%-60.6pp | 69.1%-69.1pp | 69.3%-69.3pp |
| Annual return | 7.82% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $439 | $1,042-57.8% | $1,924-77.2% | $2,281-80.7% |
| Participant deferral / active EE | $880 | $2,091-57.9% | $2,794-68.5% | $3,203-72.5% |
| Admin fee / account holder | $4,423 | $3,771+17.3% | $4,815-8.1% | $4,296+3.0% |