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 8-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,273 | $112,881-85.6% | $90,951-82.1% | $158,922-89.8% |
| Participation rate | 58.3% | 74.7%-16.4pp | 69.0%-10.7pp | 82.0%-23.6pp |
| Annual return | 7.72% | 215.79%-208.1pp | 134.60%-126.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $944 | $2,893-67.4% | $2,122-55.5% | $4,761-80.2% |
| Participant deferral / active EE | $4,266 | $4,128+3.3% | $3,373+26.5% | $5,982-28.7% |
| Admin fee / account holder | $4,343 | $8,041-46.0% | $5,959-27.1% | $11,246-61.4% |