Filed March 27, 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 | $66,954 | $92,222-27.4% | $76,768-12.8% | $135,375-50.5% |
| Participation rate | 52.2% | 79.8%-27.6pp | 77.0%-24.8pp | 82.6%-30.5pp |
| Annual return | -9.24% | 5.46%-14.7pp | 2.43%-11.7pp | 519.73%-529.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,610 | $4,509-19.9% | $3,852-6.3% | $5,609-35.6% |
| Admin fee / account holder | $661 | $10,748-93.9% | $6,675-90.1% | $10,827-93.9% |