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 | $29,492 | $77,899-62.1% | $149,673-80.3% | $75,163-60.8% |
| Participation rate | 68.0% | 65.6%+2.4pp | 78.8%-10.8pp | 67.2%+0.8pp |
| Annual return | 9.94% | 31.72%-21.8pp | 134.42%-124.5pp | 160.62%-150.7pp |
| Employer contribution / active EE | $782 | $3,137-75.1% | $4,818-83.8% | $2,670-70.7% |
| Participant deferral / active EE | $2,167 | $3,411-36.5% | $5,680-61.8% | $4,125-47.5% |
| Admin fee / account holder | $2,487 | $5,956-58.2% | $13,210-81.2% | $5,651-56.0% |