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.
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 | $29,785 | $50,958-41.6% | $74,550-60.0% | $64,186-53.6% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.1%-11.5pp | 69.6%-11.9pp |
| Annual return | -10.16% | -1.86%-8.3pp | 32.53%-42.7pp | 7.63%-17.8pp |
| Employer contribution / active EE | $338 | $1,115-69.7% | $1,961-82.8% | $2,381-85.8% |
| Participant deferral / active EE | $2,672 | $2,301+16.1% | $3,108-14.0% | $3,470-23.0% |
| Admin fee / account holder | $362 | $4,223-91.4% | $5,060-92.8% | $4,888-92.6% |