Filed December 10, 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.
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 | $69,385 | $37,426+85.4% | $77,482-10.5% | $79,858-13.1% |
| Participation rate | 45.2% | 41.5%+3.7pp | 54.2%-9.0pp | 69.6%-24.5pp |
| Annual return | 8.54% | 39.70%-31.2pp | 54.79%-46.3pp | 31.71%-23.2pp |
| Employer contribution / active EE | $736 | $637+15.7% | $986-25.3% | $2,471-70.2% |
| Participant deferral / active EE | $1,648 | $1,260+30.8% | $1,861-11.4% | $3,740-55.9% |
| Admin fee / account holder | $734 | $2,504-70.7% | $2,858-74.3% | $5,306-86.2% |