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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,831 | $64,324-8.5% | $118,925-50.5% | $79,858-26.3% |
| Participation rate | 43.8% | 64.9%-21.1pp | 75.4%-31.6pp | 69.6%-25.9pp |
| Annual return | 16.07% | 86.45%-70.4pp | 35.88%-19.8pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,788 | $2,824-36.7% | $4,265-58.1% | $3,740-52.2% |
| Admin fee / account holder | $28,006 | $4,040+593.2% | $6,581+325.6% | $5,306+427.8% |