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.
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 | $39,645 | $117,983-66.4% | $101,794-61.1% | $142,382-72.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 15.04% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $390 | $2,773-85.9% | $2,289-83.0% | $4,299-90.9% |
| Participant deferral / active EE | $1,506 | $4,714-68.0% | $4,084-63.1% | $6,507-76.9% |
| Admin fee / account holder | $361 | $10,433-96.5% | $8,777-95.9% | $12,624-97.1% |