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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,844 | $175,202-19.0% | $149,673-5.2% | $139,434+1.7% |
| Participation rate | 58.8% | 83.4%-24.6pp | 78.8%-19.9pp | 80.3%-21.5pp |
| Annual return | 18.46% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $913 | $6,519-86.0% | $5,680-83.9% | $6,710-86.4% |
| Admin fee / account holder | $26,802 | $16,150+66.0% | $13,210+102.9% | $11,403+135.1% |