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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,223 | $197,591+99.5% | $177,821+121.7% | $158,922+148.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 6.13% | 58.76%-52.6pp | 48.32%-42.2pp | 302.83%-296.7pp |
| Employer contribution / active EE | $10,553 | $6,697+57.6% | $5,918+78.3% | $4,761+121.6% |
| Participant deferral / active EE | $8,093 | $8,405-3.7% | $7,714+4.9% | $5,982+35.3% |
| Admin fee / account holder | $260,283 | $15,399+1590.2% | $12,427+1994.4% | $11,246+2214.5% |