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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,471 | $84,233+58.5% | $170,442-21.7% | $70,131+90.3% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 22.89% | 23.06%-0.2pp | 205.93%-183.0pp | 73.14%-50.3pp |
| Employer contribution / active EE | $7 | $3,387-99.8% | $5,433-99.9% | $2,342-99.7% |
| Participant deferral / active EE | $1,806 | $3,086-41.5% | $4,939-63.4% | $3,332-45.8% |
| Admin fee / account holder | $69,683 | $5,698+1122.9% | $13,880+402.0% | $4,645+1400.1% |