Filed April 1, 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.
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 | $86,390 | $58,234+48.3% | $81,783+5.6% | $80,874+6.8% |
| Participation rate | 51.7% | 63.4%-11.7pp | 72.4%-20.6pp | 67.6%-15.9pp |
| Annual return | 16.00% | 41.70%-25.7pp | 775.05%-759.0pp | 35.62%-19.6pp |
| Employer contribution / active EE | $284 | $2,341-87.9% | $2,913-90.2% | $2,756-89.7% |
| Participant deferral / active EE | $2,700 | $3,283-17.7% | $4,320-37.5% | $4,297-37.2% |
| Admin fee / account holder | $4,308 | $4,982-13.5% | $7,380-41.6% | $6,935-37.9% |