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 | $123,960 | $80,968+53.1% | $96,544+28.4% | $75,163+64.9% |
| Participation rate | 51.6% | 71.8%-20.2pp | 76.0%-24.3pp | 67.2%-15.6pp |
| Annual return | 13.93% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $486 | $2,282-78.7% | $2,965-83.6% | $2,670-81.8% |
| Participant deferral / active EE | $4,167 | $3,928+6.1% | $4,851-14.1% | $4,125+1.0% |
| Admin fee / account holder | $22,481 | $6,724+234.3% | $8,252+172.4% | $5,651+297.8% |