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 | $81,963 | $107,334-23.6% | $92,893-11.8% | $152,861-46.4% |
| Participation rate | 36.4% | 79.8%-43.4pp | 76.0%-39.6pp | 82.4%-46.1pp |
| Annual return | 0.86% | 145.58%-144.7pp | 109.41%-108.6pp | 345.32%-344.5pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,674 | $4,845-44.8% | $4,236-36.9% | $5,850-54.3% |
| Admin fee / account holder | $333 | $7,079-95.3% | $5,794-94.2% | $11,596-97.1% |