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.
Employer 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 | $62,309 | $53,777+15.9% | $134,143-53.6% | $79,858-22.0% |
| Participation rate | 59.3% | 58.8%+0.5pp | 72.2%-12.9pp | 69.6%-10.4pp |
| Annual return | 16.32% | 19.01%-2.7pp | 36.33%-20.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,270 | $2,420-6.2% | $3,499-35.1% | $3,740-39.3% |
| Admin fee / account holder | $974 | $3,984-75.5% | $6,684-85.4% | $5,306-81.6% |