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 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 | $117,287 | $148,978-21.3% | $200,582-41.5% | $84,808+38.3% |
| Participation rate | 0.0% | 84.2%-84.2pp | 86.9%-86.9pp | 68.3%-68.3pp |
| Annual return | 12.92% | 28.16%-15.2pp | 42.33%-29.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,785 | $4,815-62.9% | $6,419-72.2% | $2,631-32.2% |
| Participant deferral / active EE | $3,370 | $7,142-52.8% | $9,331-63.9% | $4,212-20.0% |
| Admin fee / account holder | $22,584 | $13,977+61.6% | $16,305+38.5% | $7,344+207.5% |