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.
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 | $39,909 | $92,222-56.7% | $76,768-48.0% | $135,375-70.5% |
| Participation rate | 43.8% | 79.8%-36.0pp | 77.0%-33.2pp | 82.6%-38.9pp |
| Annual return | -3.91% | 5.46%-9.4pp | 2.43%-6.3pp | 519.73%-523.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,257 | $4,509-72.1% | $3,852-67.4% | $5,609-77.6% |
| Admin fee / account holder | $5,156 | $10,748-52.0% | $6,675-22.8% | $10,827-52.4% |