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 | $130,810 | $86,929+50.5% | $102,423+27.7% | $80,856+61.8% |
| Participation rate | 66.3% | 72.4%-6.1pp | 76.5%-10.2pp | 67.6%-1.4pp |
| Annual return | 10.29% | 18.88%-8.6pp | 29.32%-19.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,407 | $2,369-40.6% | $3,023-53.5% | $2,755-48.9% |
| Participant deferral / active EE | $4,624 | $4,118+12.3% | $5,053-8.5% | $4,296+7.6% |
| Admin fee / account holder | $25,954 | $8,049+222.4% | $9,451+174.6% | $6,918+275.2% |