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 | $60,185 | $29,660+102.9% | $56,411+6.7% | $80,856-25.6% |
| Participation rate | 46.0% | 41.6%+4.4pp | 52.5%-6.5pp | 67.6%-21.6pp |
| Annual return | 10.24% | 35.23%-25.0pp | 1701.33%-1691.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $962 | $669+43.7% | $1,039-7.4% | $2,755-65.1% |
| Participant deferral / active EE | $2,542 | $1,226+107.3% | $1,952+30.2% | $4,296-40.8% |
| Admin fee / account holder | $41,694 | $2,428+1617.5% | $2,829+1373.9% | $6,918+502.7% |