Filed September 17, 2003 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,213 | $81,248+12.3% | $155,509-41.3% | $80,856+12.8% |
| Participation rate | 68.0% | 66.2%+1.8pp | 78.2%-10.2pp | 67.6%+0.4pp |
| Annual return | 10.56% | 33.31%-22.7pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,459 | $3,100-20.7% | $4,672-47.4% | $2,755-10.7% |
| Participant deferral / active EE | $3,733 | $3,452+8.1% | $5,626-33.7% | $4,296-13.1% |
| Admin fee / account holder | $4,933 | $7,997-38.3% | $15,912-69.0% | $6,918-28.7% |