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 | $39,388 | $43,133-8.7% | $89,391-55.9% | $73,488-46.4% |
| Participation rate | 15.8% | 55.0%-39.1pp | 68.0%-52.2pp | 70.7%-54.9pp |
| Annual return | 16.12% | 135.66%-119.5pp | 245.62%-229.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,363 | $2,445-3.3% | $3,890-39.2% | $3,740-36.8% |
| Admin fee / account holder | $5,682 | $444+1180.4% | $4,881+16.4% | $513+1007.4% |