Filed October 29, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,790 | $77,503+24.9% | $100,391-3.6% | $80,856+19.7% |
| Participation rate | 43.3% | 76.9%-33.6pp | 81.5%-38.1pp | 67.6%-24.3pp |
| Annual return | 11.39% | 37.20%-25.8pp | 49.20%-37.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,843 | $6,820-73.0% | $8,082-77.2% | $4,296-57.1% |
| Admin fee / account holder | $2,237 | $5,897-62.1% | $7,899-71.7% | $6,918-67.7% |