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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $138,385+73.8% | $184,200+30.6% | $80,874+197.4% |
| Participation rate | 65.6% | 83.9%-18.3pp | 86.8%-21.3pp | 67.6%-2.1pp |
| Annual return | 11.25% | 20.02%-8.8pp | 28.80%-17.5pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,825 | $4,849-62.4% | $6,424-71.6% | $2,756-33.8% |
| Participant deferral / active EE | $3,920 | $7,073-44.6% | $9,132-57.1% | $4,297-8.8% |
| Admin fee / account holder | $17,737 | $10,483+69.2% | $13,907+27.5% | $6,935+155.8% |