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.
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 | $66,123 | $93,346-29.2% | $71,796-7.9% | $273,961-75.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 5.73% | 130.39%-124.7pp | 78.04%-72.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $280 | $2,733-89.7% | $1,924-85.4% | $4,869-94.2% |
| Participant deferral / active EE | $1,844 | $3,475-46.9% | $2,794-34.0% | $5,287-65.1% |
| Admin fee / account holder | $844 | $6,571-87.2% | $4,815-82.5% | $10,132-91.7% |