Filed October 19, 2004
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.
Participant 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 | $84,042 | $185,822-54.8% | $169,993-50.6% | $139,434-39.7% |
| Participation rate | 68.8% | 87.8%-19.0pp | 87.0%-18.2pp | 80.3%-11.6pp |
| Annual return | 41.74% | 60.50%-18.8pp | 53.37%-11.6pp | 372.94%-331.2pp |
| Employer contribution / active EE | $1,451 | $7,590-80.9% | $6,785-78.6% | $4,751-69.5% |
| Participant deferral / active EE | $1,711 | $11,622-85.3% | $10,408-83.6% | $6,710-74.5% |
| Admin fee / account holder | $42,974 | $15,381+179.4% | $12,815+235.3% | $11,403+276.9% |