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 | $76,407-28.8% | $150,298-63.8% | $82,448-34.1% |
| Participation rate | 31.3% | 66.4%-35.1pp | 77.8%-46.5pp | 68.1%-36.8pp |
| Annual return | 8.34% | 39.99%-31.7pp | 62.79%-54.4pp | 41.64%-33.3pp |
| Employer contribution / active EE | $19 | $2,614-99.3% | $4,154-99.5% | $2,551-99.2% |
| Participant deferral / active EE | $2,007 | $3,214-37.6% | $5,453-63.2% | $4,139-51.5% |
| Admin fee / account holder | $17,745 | $6,352+179.4% | $14,116+25.7% | $7,234+145.3% |