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 | $46,041 | $185,822-75.2% | $169,993-72.9% | $139,434-67.0% |
| Participation rate | 53.3% | 87.8%-34.4pp | 87.0%-33.7pp | 80.3%-27.0pp |
| Annual return | 17.51% | 60.50%-43.0pp | 53.37%-35.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,488 | $11,622-78.6% | $10,408-76.1% | $6,710-62.9% |
| Admin fee / account holder | $3,801 | $15,381-75.3% | $12,815-70.3% | $11,403-66.7% |