Filed November 22, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,014 | $46,869+36.6% | $122,332-47.7% | $70,131-8.7% |
| Participation rate | 48.7% | 58.2%-9.5pp | 71.6%-22.9pp | 69.5%-20.8pp |
| Annual return | 10.64% | 24.22%-13.6pp | 30.27%-19.6pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,117 | $1,288-13.2% | $4,050-72.4% | $2,342-52.3% |
| Participant deferral / active EE | $2,408 | $2,166+11.2% | $3,287-26.7% | $3,332-27.7% |
| Admin fee / account holder | $9,837 | $3,322+196.1% | $5,478+79.6% | $4,645+111.8% |