Filed October 19, 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 | $132,857 | $47,944+177.1% | $67,834+95.9% | $62,891+111.2% |
| Participation rate | 43.3% | 61.1%-17.7pp | 68.8%-25.5pp | 69.3%-26.0pp |
| Annual return | 6.51% | 11.77%-5.3pp | 138.47%-132.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $834 | $2,247-62.9% | $3,160-73.6% | $3,203-74.0% |
| Admin fee / account holder | $6,907 | $3,712+86.1% | $4,622+49.4% | $4,296+60.8% |