Filed December 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,456 | $146,267+0.8% | $197,124-25.2% | $82,448+78.8% |
| Participation rate | 69.0% | 84.0%-15.1pp | 86.7%-17.7pp | 68.1%+0.9pp |
| Annual return | 12.05% | 29.61%-17.6pp | 44.34%-32.3pp | 41.64%-29.6pp |
| Employer contribution / active EE | $887 | $4,723-81.2% | $6,227-85.8% | $2,551-65.2% |
| Participant deferral / active EE | $3,919 | $7,035-44.3% | $9,135-57.1% | $4,139-5.3% |
| Admin fee / account holder | $17,028 | $14,422+18.1% | $16,298+4.5% | $7,234+135.4% |