Filed December 28, 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 | $132,905 | $35,183+277.8% | $73,545+80.7% | $70,131+89.5% |
| Participation rate | 69.2% | 42.9%+26.3pp | 54.9%+14.3pp | 69.5%-0.3pp |
| Annual return | 6.66% | 26.90%-20.2pp | -15.16%+21.8pp | 73.14%-66.5pp |
| Employer contribution / active EE | $2,723 | $709+284.2% | $1,219+123.4% | $2,342+16.2% |
| Participant deferral / active EE | $5,074 | $1,220+316.0% | $1,806+181.0% | $3,332+52.3% |
| Admin fee / account holder | $5,589 | $2,302+142.8% | $2,320+141.0% | $4,645+20.3% |