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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,278 | $99,918-76.7% | $81,382-71.4% | $145,922-84.0% |
| Participation rate | 27.3% | 74.2%-46.9pp | 69.5%-42.2pp | 80.3%-53.0pp |
| Annual return | 11.63% | 34.32%-22.7pp | 24.73%-13.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $33 | $2,978-98.9% | $2,463-98.7% | $4,660-99.3% |
| Participant deferral / active EE | $905 | $4,605-80.4% | $3,883-76.7% | $6,688-86.5% |
| Admin fee / account holder | $37,953 | $8,212+362.2% | $5,768+557.9% | $13,397+183.3% |