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.
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 | $181,591 | $88,672+104.8% | $105,223+72.6% | $82,448+120.2% |
| Participation rate | 52.4% | 67.9%-15.5pp | 75.0%-22.7pp | 68.1%-15.7pp |
| Annual return | 12.61% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,081 | $3,048-31.7% | $3,689-43.6% | $2,551-18.4% |
| Participant deferral / active EE | $2,760 | $4,036-31.6% | $5,072-45.6% | $4,139-33.3% |
| Admin fee / account holder | $17,284 | $7,146+141.9% | $8,859+95.1% | $7,234+138.9% |