Filed November 30, 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 8-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 | $41,773 | $48,046-13.1% | $84,611-50.6% | $72,985-42.8% |
| Participation rate | 14.4% | 57.6%-43.1pp | 68.2%-53.8pp | 69.5%-55.0pp |
| Annual return | 33.63% | 37.38%-3.8pp | 258.74%-225.1pp | 81.00%-47.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,549 | $2,680-4.9% | $3,899-34.6% | $3,607-29.3% |
| Admin fee / account holder | $1,509 | $3,395-55.5% | $4,912-69.3% | $5,124-70.5% |