Filed April 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,558 | $58,927-43.1% | $76,817-56.3% | $72,985-54.0% |
| Participation rate | 58.7% | 67.3%-8.6pp | 72.1%-13.4pp | 69.5%-10.8pp |
| Annual return | 12.40% | 2305.64%-2293.2pp | 1166.11%-1153.7pp | 81.00%-68.6pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,243 | $2,690-53.8% | $3,336-62.7% | $3,607-65.5% |
| Admin fee / account holder | $2,145 | $4,013-46.5% | $6,420-66.6% | $5,124-58.1% |