Filed January 9, 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 | $36,231 | $80,717-55.1% | $154,803-76.6% | $84,808-57.3% |
| Participation rate | 53.6% | 66.8%-13.2pp | 78.1%-24.5pp | 68.3%-14.7pp |
| Annual return | 15.96% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,026 | $2,761-62.8% | $4,305-76.2% | $2,631-61.0% |
| Participant deferral / active EE | $2,218 | $3,303-32.9% | $5,540-60.0% | $4,212-47.3% |
| Admin fee / account holder | $9,193 | $6,746+36.3% | $14,329-35.8% | $7,344+25.2% |