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 9-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 | $28,364 | $93,346-69.6% | $71,796-60.5% | $273,961-89.6% |
| Participation rate | 59.1% | 76.5%-17.4pp | 69.1%-10.0pp | 83.0%-23.9pp |
| Annual return | 9.74% | 130.39%-120.6pp | 78.04%-68.3pp | 41.45%-31.7pp |
| Employer contribution / active EE | $181 | $2,733-93.4% | $1,924-90.6% | $4,869-96.3% |
| Participant deferral / active EE | $1,204 | $3,475-65.3% | $2,794-56.9% | $5,287-77.2% |
| Admin fee / account holder | $436 | $6,571-93.4% | $4,815-90.9% | $10,132-95.7% |