Filed December 24, 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 7-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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,381 | $71,883-70.3% | $86,677-75.3% | $68,494-68.8% |
| Participation rate | 29.4% | 72.2%-42.8pp | 76.6%-47.2pp | 67.9%-38.5pp |
| Annual return | -19.03% | 3.52%-22.6pp | 35.91%-54.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,140 | $2,173-47.5% | $2,836-59.8% | $2,596-56.1% |
| Participant deferral / active EE | $1,682 | $3,779-55.5% | $4,656-63.9% | $4,027-58.2% |
| Admin fee / account holder | $406 | $6,112-93.4% | $7,493-94.6% | $5,403-92.5% |