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 | $56,880 | $59,101-3.8% | $77,163-26.3% | $75,163-24.3% |
| Participation rate | 64.3% | 63.9%+0.4pp | 69.6%-5.3pp | 67.2%-2.9pp |
| Annual return | 5.00% | 26.71%-21.7pp | 37.87%-32.9pp | 160.62%-155.6pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,817 | $2,999-39.4% | $3,833-52.6% | $4,125-56.0% |
| Admin fee / account holder | $4,816 | $4,774+0.9% | $5,472-12.0% | $5,651-14.8% |