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 | $47,803 | $63,764-25.0% | $81,930-41.7% | $79,858-40.1% |
| Participation rate | 51.1% | 67.5%-16.4pp | 72.0%-20.9pp | 69.6%-18.5pp |
| Annual return | 6.21% | 22.66%-16.5pp | 29.49%-23.3pp | 31.71%-25.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,329 | $2,780-52.2% | $7,107-81.3% | $3,740-64.5% |
| Admin fee / account holder | $6,237 | $4,426+40.9% | $5,158+20.9% | $5,306+17.5% |