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 | $42,291 | $45,343-6.7% | $150,298-71.9% | $67,986-37.8% |
| Participation rate | 13.8% | 51.9%-38.1pp | 77.8%-64.0pp | 57.2%-43.4pp |
| Annual return | 14.01% | 33.28%-19.3pp | 62.79%-48.8pp | 31.67%-17.7pp |
| Employer contribution / active EE | $59 | $1,462-96.0% | $4,154-98.6% | $2,019-97.1% |
| Participant deferral / active EE | $586 | $2,055-71.5% | $5,453-89.3% | $3,358-82.5% |
| Admin fee / account holder | $7,915 | $2,250+251.8% | $14,116-43.9% | $3,203+147.1% |