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 | $52,666 | $81,900-35.7% | $119,609-56.0% | $68,494-23.1% |
| Participation rate | 69.8% | 71.9%-2.1pp | 79.3%-9.5pp | 67.9%+1.9pp |
| Annual return | -15.57% | -23.82%+8.3pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $665 | $2,693-75.3% | $4,232-84.3% | $2,596-74.4% |
| Participant deferral / active EE | $2,995 | $4,148-27.8% | $5,602-46.5% | $4,027-25.6% |
| Admin fee / account holder | $10,881 | $6,582+65.3% | $10,323+5.4% | $5,403+101.4% |