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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,345 | $96,635-74.8% | $86,612-71.9% | $139,434-82.5% |
| Participation rate | 41.7% | 74.4%-32.7pp | 71.7%-30.0pp | 80.3%-38.7pp |
| Annual return | 9.93% | 106.41%-96.5pp | 591.07%-581.1pp | 372.94%-363.0pp |
| Employer contribution / active EE | $2,609 | $3,263-20.0% | $3,022-13.7% | $4,751-45.1% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $21,982 | $6,408+243.1% | $5,614+291.6% | $11,403+92.8% |