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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,213 | $101,724-40.8% | $164,813-63.5% | $80,856-25.5% |
| Participation rate | 57.4% | 71.8%-14.4pp | 78.6%-21.2pp | 67.6%-10.2pp |
| Annual return | 9.56% | 16.72%-7.2pp | 69.93%-60.4pp | 35.59%-26.0pp |
| Employer contribution / active EE | $585 | $2,953-80.2% | $4,341-86.5% | $2,755-78.8% |
| Participant deferral / active EE | $2,315 | $4,477-48.3% | $6,031-61.6% | $4,296-46.1% |
| Admin fee / account holder | $2,879 | $8,227-65.0% | $12,690-77.3% | $6,918-58.4% |