Filed June 26, 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 | $44,853 | $51,708-13.3% | $106,619-57.9% | $62,891-28.7% |
| Participation rate | 47.1% | 66.9%-19.8pp | 78.0%-30.9pp | 69.3%-22.2pp |
| Annual return | 7.05% | 4.69%+2.4pp | 9.42%-2.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $958 | $2,315-58.6% | $3,930-75.6% | $3,203-70.1% |
| Admin fee / account holder | $5,090 | $3,349+52.0% | $6,418-20.7% | $4,296+18.5% |