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 | $20,344 | $77,899-73.9% | $149,673-86.4% | $75,163-72.9% |
| Participation rate | 65.0% | 65.6%-0.6pp | 78.8%-13.8pp | 67.2%-2.2pp |
| Annual return | 10.45% | 31.72%-21.3pp | 134.42%-124.0pp | 160.62%-150.2pp |
| Employer contribution / active EE | $996 | $3,137-68.3% | $4,818-79.3% | $2,670-62.7% |
| Participant deferral / active EE | $977 | $3,411-71.4% | $5,680-82.8% | $4,125-76.3% |
| Admin fee / account holder | $4,585 | $5,956-23.0% | $13,210-65.3% | $5,651-18.9% |