Filed February 28, 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 9-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,373 | $70,428-2.9% | $96,562-29.2% | $85,850-20.4% |
| Participation rate | 44.4% | 61.8%-17.4pp | 69.8%-25.4pp | 69.3%-24.9pp |
| Annual return | 11.77% | 18.59%-6.8pp | 37.78%-26.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $547 | $1,413-61.3% | $2,356-76.8% | $2,565-78.7% |
| Participant deferral / active EE | $2,050 | $2,894-29.2% | $3,849-46.7% | $3,952-48.1% |
| Admin fee / account holder | $4,036 | $4,997-19.2% | $6,181-34.7% | $6,260-35.5% |