Filed June 30, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,078 | $125,758-14.1% | $169,993-36.4% | $75,163+43.8% |
| Participation rate | 69.1% | 83.6%-14.5pp | 87.0%-17.9pp | 67.2%+1.9pp |
| Annual return | 12.44% | 27.20%-14.8pp | 53.37%-40.9pp | 160.62%-148.2pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,195 | $6,837-67.9% | $10,408-78.9% | $4,125-46.8% |
| Admin fee / account holder | $7,400 | $8,173-9.5% | $12,815-42.3% | $5,651+30.9% |