Filed December 31, 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.)
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 | $11,746 | $117,841-90.0% | $102,423-88.5% | $145,922-92.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 18.23% | 31.65%-13.4pp | 29.32%-11.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,815 | $3,615-49.8% | $3,023-40.0% | $4,660-61.1% |
| Participant deferral / active EE | $4,940 | $5,731-13.8% | $5,053-2.2% | $6,688-26.1% |
| Admin fee / account holder | $128,622 | $13,326+865.2% | $9,451+1261.0% | $13,397+860.1% |