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 | $132,487 | $95,803+38.3% | $113,168+17.1% | $84,808+56.2% |
| Participation rate | 57.9% | 72.9%-15.0pp | 76.6%-18.7pp | 68.3%-10.4pp |
| Annual return | 13.49% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $531 | $2,360-77.5% | $2,975-82.2% | $2,631-79.8% |
| Participant deferral / active EE | $4,735 | $4,242+11.6% | $5,107-7.3% | $4,212+12.4% |
| Admin fee / account holder | $18,272 | $8,989+103.3% | $12,068+51.4% | $7,344+148.8% |