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 | $132,816 | $86,929+52.8% | $102,423+29.7% | $80,856+64.3% |
| Participation rate | 62.4% | 72.4%-10.0pp | 76.5%-14.1pp | 67.6%-5.3pp |
| Annual return | 12.83% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $476 | $2,369-79.9% | $3,023-84.3% | $2,755-82.7% |
| Participant deferral / active EE | $3,881 | $4,118-5.8% | $5,053-23.2% | $4,296-9.7% |
| Admin fee / account holder | $7,367 | $8,049-8.5% | $9,451-22.0% | $6,918+6.5% |