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 | $134,282 | $176,056-23.7% | $159,436-15.8% | $167,490-19.8% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 13.49% | 331.75%-318.3pp | 263.57%-250.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $722 | $5,297-86.4% | $4,829-85.1% | $4,837-85.1% |
| Participant deferral / active EE | $2,575 | $7,750-66.8% | $7,352-65.0% | $6,341-59.4% |
| Admin fee / account holder | $13,323 | $12,554+6.1% | $10,799+23.4% | $12,309+8.2% |