Filed August 19, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,977 | $94,529-81.0% | $140,016-87.2% | $64,186-72.0% |
| Participation rate | 53.6% | 84.1%-30.5pp | 87.5%-33.9pp | 69.6%-15.9pp |
| Annual return | -2.99% | 7.77%-10.8pp | 651.12%-654.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $391 | $5,250-92.5% | $6,927-94.4% | $3,470-88.7% |
| Admin fee / account holder | $328 | $6,741-95.1% | $10,705-96.9% | $4,888-93.3% |