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.
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 | $13,745 | $76,000-81.9% | $154,107-91.1% | $64,186-78.6% |
| Participation rate | 57.5% | 70.4%-12.9pp | 83.0%-25.5pp | 69.6%-12.1pp |
| Annual return | -12.72% | 30.32%-43.0pp | 735.12%-747.8pp | 7.63%-20.3pp |
| Employer contribution / active EE | $800 | $3,351-76.1% | $5,298-84.9% | $2,381-66.4% |
| Participant deferral / active EE | $1,489 | $3,175-53.1% | $5,081-70.7% | $3,470-57.1% |
| Admin fee / account holder | $3,433 | $5,596-38.6% | $13,411-74.4% | $4,888-29.8% |