Filed December 20, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,621 | $48,076-44.6% | $78,689-66.2% | $62,891-57.7% |
| Participation rate | 60.8% | 65.2%-4.4pp | 73.6%-12.8pp | 69.3%-8.5pp |
| Annual return | 7.67% | 31.35%-23.7pp | 62.18%-54.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,147 | $2,015+56.2% | $2,851+10.4% | $2,281+38.0% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,547 | $3,207-51.8% | $4,510-65.7% | $4,296-64.0% |