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 | $49,895 | $69,515-28.2% | $86,874-42.6% | $85,850-41.9% |
| Participation rate | 61.1% | 66.3%-5.2pp | 71.6%-10.5pp | 69.3%-8.2pp |
| Annual return | 8.95% | 20.12%-11.2pp | 63.52%-54.6pp | 318.53%-309.6pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,760 | $2,919-39.7% | $3,699-52.4% | $3,952-55.5% |
| Admin fee / account holder | $4,619 | $5,972-22.7% | $5,828-20.7% | $6,260-26.2% |