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.
Participant 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 | $87,181 | $137,414-36.6% | $189,513-54.0% | $85,850+1.6% |
| Participation rate | 52.5% | 84.6%-32.1pp | 87.8%-35.3pp | 69.3%-16.8pp |
| Annual return | 11.89% | 38.14%-26.3pp | 555.15%-543.3pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,640 | $6,260-73.8% | $8,221-80.1% | $3,952-58.5% |
| Admin fee / account holder | $16,399 | $8,630+90.0% | $12,045+36.1% | $6,260+162.0% |