Filed October 28, 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 | $103,856 | $81,632+27.2% | $70,449+47.4% | $158,922-34.6% |
| Participation rate | 59.1% | 77.7%-18.6pp | 75.1%-16.0pp | 82.0%-22.9pp |
| Annual return | 12.97% | 208.40%-195.4pp | 109.03%-96.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,852 | $4,554+50.5% | $3,709+84.8% | $5,982+14.5% |
| Admin fee / account holder | $12,259 | $6,193+98.0% | $3,845+218.8% | $11,246+9.0% |