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.
Participant 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 | $46,852 | $112,729-58.4% | $98,716-52.5% | $137,256-65.9% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.3%-6.1pp | 80.0%-16.8pp |
| Annual return | 10.32% | 38.48%-28.2pp | 31.81%-21.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $585 | $2,725-78.5% | $2,279-74.3% | $4,156-85.9% |
| Participant deferral / active EE | $732 | $4,640-84.2% | $4,048-81.9% | $6,407-88.6% |
| Admin fee / account holder | $1,228 | $10,129-87.9% | $8,703-85.9% | $12,270-90.0% |