Filed October 18, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,928 | $45,035-53.5% | $62,995-66.8% | $70,131-70.2% |
| Participation rate | 50.7% | 69.5%-18.8pp | 74.8%-24.1pp | 69.5%-18.9pp |
| Annual return | 14.90% | 18.76%-3.9pp | 87.57%-72.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $468 | $2,051-77.2% | $2,759-83.0% | $2,342-80.0% |
| Participant deferral / active EE | $495 | $2,465-79.9% | $3,329-85.1% | $3,332-85.2% |
| Admin fee / account holder | $2,201 | $2,834-22.4% | $3,600-38.9% | $4,645-52.6% |