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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,974 | $54,229-9.7% | $70,092-30.1% | $68,494-28.5% |
| Participation rate | 61.1% | 64.5%-3.4pp | 70.5%-9.4pp | 67.9%-6.8pp |
| Annual return | -7.60% | -13.87%+6.3pp | 190.73%-198.3pp | -7.84%+0.2pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,947 | $2,956-34.1% | $3,849-49.4% | $4,027-51.7% |
| Admin fee / account holder | $1,358 | $4,694-71.1% | $6,267-78.3% | $5,403-74.9% |