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 | $30,574 | $57,065-46.4% | $75,670-59.6% | $70,131-56.4% |
| Participation rate | 59.2% | 68.1%-8.9pp | 72.3%-13.2pp | 69.5%-10.4pp |
| Annual return | 16.05% | 23.57%-7.5pp | 27.34%-11.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $897 | $2,580-65.2% | $3,142-71.5% | $3,332-73.1% |
| Admin fee / account holder | $5,469 | $3,825+43.0% | $5,800-5.7% | $4,645+17.7% |