Filed April 9, 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 | $118,052 | $91,538+29.0% | $129,995-9.2% | $75,163+57.1% |
| Participation rate | 68.5% | 71.4%-2.9pp | 78.5%-10.0pp | 67.2%+1.3pp |
| Annual return | 12.60% | -631.11%+643.7pp | -137.18%+149.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $3,329 | $2,845+17.0% | $4,320-22.9% | $2,670+24.7% |
| Participant deferral / active EE | $5,004 | $4,341+15.3% | $5,820-14.0% | $4,125+21.3% |
| Admin fee / account holder | $28,841 | $6,790+324.7% | $10,614+171.7% | $5,651+410.4% |