Filed June 13, 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 | $212,718 | $81,625+160.6% | $167,512+27.0% | $74,304+186.3% |
| Participation rate | 20.2% | 60.0%-39.9pp | 77.1%-56.9pp | 60.3%-40.2pp |
| Annual return | 12.68% | 26.09%-13.4pp | 1615.79%-1603.1pp | 29.43%-16.8pp |
| Employer contribution / active EE | $820 | $2,010-59.2% | $3,882-78.9% | $2,241-63.4% |
| Participant deferral / active EE | $2,361 | $4,115-42.6% | $6,405-63.1% | $3,767-37.3% |
| Admin fee / account holder | $29,548 | $3,474+750.4% | $9,769+202.5% | $2,969+895.3% |