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 | $142,189 | $138,347+2.8% | $184,203-22.8% | $80,856+75.9% |
| Participation rate | 68.2% | 83.9%-15.7pp | 86.8%-18.6pp | 67.6%+0.5pp |
| Annual return | 8.75% | 20.02%-11.3pp | 28.81%-20.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,139 | $7,071-69.7% | $9,131-76.6% | $4,296-50.2% |
| Admin fee / account holder | $3,176 | $10,483-69.7% | $13,901-77.2% | $6,918-54.1% |