Filed March 31, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,814 | $65,246+33.1% | $98,716-12.1% | $67,986+27.7% |
| Participation rate | 34.7% | 51.4%-16.7pp | 69.3%-34.6pp | 57.2%-22.5pp |
| Annual return | 12.46% | 20.58%-8.1pp | 31.81%-19.3pp | 31.67%-19.2pp |
| Employer contribution / active EE | $541 | $1,042-48.1% | $2,279-76.3% | $2,019-73.2% |
| Participant deferral / active EE | $963 | $2,594-62.9% | $4,048-76.2% | $3,358-71.3% |
| Admin fee / account holder | $9,023 | $4,561+97.8% | $8,703+3.7% | $3,203+181.7% |