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 | $34,587 | $95,416-63.8% | $185,823-81.4% | $85,850-59.7% |
| Participation rate | 55.1% | 68.8%-13.7pp | 81.7%-26.6pp | 69.3%-14.3pp |
| Annual return | 25.57% | 23.59%+2.0pp | 122.05%-96.5pp | 318.53%-293.0pp |
| Employer contribution / active EE | $299 | $3,314-91.0% | $5,167-94.2% | $2,565-88.3% |
| Participant deferral / active EE | $1,462 | $3,423-57.3% | $5,568-73.7% | $3,952-63.0% |
| Admin fee / account holder | $5,532 | $7,213-23.3% | $16,237-65.9% | $6,260-11.6% |