Filed June 15, 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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,586 | $94,529-69.8% | $140,016-79.6% | $64,186-55.5% |
| Participation rate | 62.9% | 84.1%-21.2pp | 87.5%-24.6pp | 69.6%-6.7pp |
| Annual return | -5.79% | 7.77%-13.6pp | 651.12%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,140 | $3,812-70.1% | $5,606-79.7% | $2,381-52.1% |
| Participant deferral / active EE | $1,559 | $5,250-70.3% | $6,927-77.5% | $3,470-55.1% |
| Admin fee / account holder | $2,001 | $6,741-70.3% | $10,705-81.3% | $4,888-59.1% |