Filed October 18, 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 | $195,563 | $76,407+155.9% | $150,298+30.1% | $82,448+137.2% |
| Participation rate | 61.5% | 66.4%-4.9pp | 77.8%-16.2pp | 68.1%-6.5pp |
| Annual return | 12.06% | 39.99%-27.9pp | 62.79%-50.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,816 | $2,614-30.5% | $4,154-56.3% | $2,551-28.8% |
| Participant deferral / active EE | $2,857 | $3,214-11.1% | $5,453-47.6% | $4,139-31.0% |
| Admin fee / account holder | $67,666 | $6,352+965.3% | $14,116+379.4% | $7,234+835.3% |