Filed October 18, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,127 | $71,883+71.3% | $86,677+42.1% | $68,494+79.8% |
| Participation rate | 61.9% | 72.2%-10.3pp | 76.6%-14.7pp | 67.9%-6.0pp |
| Annual return | -12.34% | 3.52%-15.9pp | 35.91%-48.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $460 | $2,173-78.8% | $2,836-83.8% | $2,596-82.3% |
| Participant deferral / active EE | $4,489 | $3,779+18.8% | $4,656-3.6% | $4,027+11.5% |
| Admin fee / account holder | $20,025 | $6,112+227.6% | $7,493+167.2% | $5,403+270.6% |