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 | $60,228 | $27,915+115.8% | $58,482+3.0% | $75,163-19.9% |
| Participation rate | 52.5% | 38.8%+13.7pp | 50.9%+1.6pp | 67.2%-14.7pp |
| Annual return | 14.40% | 44.20%-29.8pp | 4239.32%-4224.9pp | 160.62%-146.2pp |
| Employer contribution / active EE | $822 | $669+22.9% | $1,053-21.9% | $2,670-69.2% |
| Participant deferral / active EE | $1,583 | $1,201+31.8% | $1,924-17.7% | $4,125-61.6% |
| Admin fee / account holder | $1,537 | $1,726-10.9% | $2,516-38.9% | $5,651-72.8% |