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 | $62,509 | $89,753-30.4% | $107,525-41.9% | $84,808-26.3% |
| Participation rate | 31.7% | 68.1%-36.4pp | 75.1%-43.4pp | 68.3%-36.6pp |
| Annual return | 10.35% | 29.48%-19.1pp | 181.32%-171.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,248 | $3,113-59.9% | $3,754-66.7% | $2,631-52.6% |
| Participant deferral / active EE | $3,062 | $4,056-24.5% | $5,116-40.1% | $4,212-27.3% |
| Admin fee / account holder | $5,503 | $7,222-23.8% | $8,919-38.3% | $7,344-25.1% |