Filed January 5, 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 | $80,096 | $57,354+39.7% | $83,848-4.5% | $64,186+24.8% |
| Participation rate | 39.3% | 68.6%-29.3pp | 76.1%-36.8pp | 69.6%-30.2pp |
| Annual return | -8.15% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $477 | $2,545-81.3% | $3,631-86.9% | $2,381-80.0% |
| Participant deferral / active EE | $3,611 | $2,993+20.7% | $4,082-11.5% | $3,470+4.1% |
| Admin fee / account holder | $1,916 | $4,046-52.6% | $5,478-65.0% | $4,888-60.8% |