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 | $62,736 | $52,353+19.8% | $120,225-47.8% | $82,448-23.9% |
| Participation rate | 25.0% | 58.3%-33.3pp | 69.6%-44.6pp | 68.1%-43.1pp |
| Annual return | 11.68% | 61.85%-50.2pp | 439.23%-427.5pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,083 | $1,510-28.3% | $3,475-68.8% | $2,551-57.6% |
| Participant deferral / active EE | $2,042 | $2,627-22.2% | $3,999-48.9% | $4,139-50.7% |
| Admin fee / account holder | $16,773 | $4,363+284.5% | $5,696+194.5% | $7,234+131.9% |