Filed November 23, 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 8-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 | $81,833 | $81,900-0.1% | $119,609-31.6% | $68,494+19.5% |
| Participation rate | 61.7% | 71.9%-10.2pp | 79.3%-17.6pp | 67.9%-6.2pp |
| Annual return | -20.32% | -23.82%+3.5pp | -14.97%-5.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,532 | $2,693-43.1% | $4,232-63.8% | $2,596-41.0% |
| Participant deferral / active EE | $3,285 | $4,148-20.8% | $5,602-41.4% | $4,027-18.4% |
| Admin fee / account holder | $948 | $6,582-85.6% | $10,323-90.8% | $5,403-82.5% |