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.
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 | $57,501 | $53,516+7.4% | $126,539-54.6% | $84,808-32.2% |
| Participation rate | 37.7% | 58.2%-20.5pp | 69.8%-32.1pp | 68.3%-30.6pp |
| Annual return | 9.36% | 58.34%-49.0pp | 425.95%-416.6pp | 40.90%-31.5pp |
| Employer contribution / active EE | $2,190 | $1,535+42.7% | $3,674-40.4% | $2,631-16.8% |
| Participant deferral / active EE | $2,650 | $2,671-0.8% | $4,083-35.1% | $4,212-37.1% |
| Admin fee / account holder | $18,780 | $4,497+317.7% | $6,065+209.7% | $7,344+155.7% |