Filed October 10, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,558 | $138,347+73.9% | $184,203+30.6% | $80,856+197.5% |
| Participation rate | 65.6% | 83.9%-18.3pp | 86.8%-21.2pp | 67.6%-2.1pp |
| Annual return | 11.25% | 20.02%-8.8pp | 28.81%-17.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,825 | $4,850-62.4% | $6,427-71.6% | $2,755-33.7% |
| Participant deferral / active EE | $3,920 | $7,071-44.6% | $9,131-57.1% | $4,296-8.8% |
| Admin fee / account holder | $17,737 | $10,483+69.2% | $13,901+27.6% | $6,918+156.4% |