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 | $22,508 | $109,359-79.4% | $162,163-86.1% | $72,985-69.2% |
| Participation rate | 51.4% | 84.3%-32.8pp | 87.6%-36.1pp | 69.5%-18.1pp |
| Annual return | 17.95% | 25.46%-7.5pp | 115.59%-97.6pp | 81.00%-63.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $427 | $5,481-92.2% | $7,298-94.1% | $3,607-88.2% |
| Admin fee / account holder | $739 | $7,972-90.7% | $10,843-93.2% | $5,124-85.6% |