Filed July 1, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,373 | $80,717-32.6% | $154,803-64.9% | $84,808-35.9% |
| Participation rate | 31.3% | 66.8%-35.6pp | 78.1%-46.8pp | 68.3%-37.1pp |
| Annual return | 8.34% | 37.96%-29.6pp | 58.88%-50.5pp | 40.90%-32.6pp |
| Employer contribution / active EE | $19 | $2,761-99.3% | $4,305-99.6% | $2,631-99.3% |
| Participant deferral / active EE | $2,007 | $3,303-39.2% | $5,540-63.8% | $4,212-52.3% |
| Admin fee / account holder | $17,745 | $6,746+163.1% | $14,329+23.8% | $7,344+141.6% |