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 | $74,927+44.0% | $101,794+6.0% | $84,808+27.3% |
| Participation rate | 67.2% | 61.4%+5.8pp | 69.2%-2.0pp | 68.3%-1.1pp |
| Annual return | 11.86% | 18.70%-6.8pp | 30.53%-18.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,423 | $1,522-6.5% | $2,289-37.8% | $2,631-45.9% |
| Participant deferral / active EE | $4,672 | $3,099+50.7% | $4,084+14.4% | $4,212+10.9% |
| Admin fee / account holder | $53,049 | $6,514+714.4% | $8,777+504.4% | $7,344+622.4% |