Filed November 6, 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 | $107,933 | $73,787+46.3% | $98,716+9.3% | $82,448+30.9% |
| Participation rate | 67.2% | 61.4%+5.8pp | 69.3%-2.1pp | 68.1%-0.9pp |
| Annual return | 11.86% | 18.57%-6.7pp | 31.81%-20.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,423 | $1,511-5.8% | $2,279-37.5% | $2,551-44.2% |
| Participant deferral / active EE | $4,672 | $3,081+51.6% | $4,048+15.4% | $4,139+12.9% |
| Admin fee / account holder | $53,049 | $6,500+716.1% | $8,703+509.6% | $7,234+633.3% |