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 | $35,747 | $41,078-13.0% | $80,569-55.6% | $71,457-50.0% |
| Participation rate | 9.8% | 50.2%-40.4pp | 67.0%-57.2pp | 67.9%-58.1pp |
| Annual return | 17.39% | 38.45%-21.1pp | 935.43%-918.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,707 | $2,699-36.7% | $4,447-61.6% | $4,289-60.2% |
| Admin fee / account holder | $3,550 | $1,840+92.9% | $5,377-34.0% | $1,587+123.7% |