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.
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.
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 | $66,098+31.3% | $101,794-14.7% | $74,304+16.8% |
| Participation rate | 34.7% | 53.8%-19.0pp | 69.2%-34.5pp | 60.3%-25.6pp |
| Annual return | 12.46% | 19.59%-7.1pp | 30.53%-18.1pp | 29.43%-17.0pp |
| Employer contribution / active EE | $541 | $1,082-50.0% | $2,289-76.4% | $2,241-75.9% |
| Participant deferral / active EE | $963 | $2,781-65.4% | $4,084-76.4% | $3,767-74.4% |
| Admin fee / account holder | $9,023 | $4,146+117.6% | $8,777+2.8% | $2,969+203.9% |