Filed August 31, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,158 | $109,817-46.1% | $98,442-39.9% | $167,490-64.7% |
| Participation rate | 46.2% | 75.8%-29.7pp | 73.3%-27.2pp | 82.1%-36.0pp |
| Annual return | 12.83% | 1956.69%-1943.9pp | 1492.73%-1479.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,454 | $4,673-4.7% | $4,276+4.2% | $6,341-29.8% |
| Admin fee / account holder | $643 | $6,753-90.5% | $5,949-89.2% | $12,309-94.8% |