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 | $21,441 | $43,327-50.5% | $59,878-64.2% | $64,186-66.6% |
| Participation rate | 55.4% | 69.2%-13.8pp | 74.7%-19.3pp | 69.6%-14.2pp |
| Annual return | -5.26% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $580 | $2,028-71.4% | $2,722-78.7% | $2,381-75.6% |
| Participant deferral / active EE | $644 | $2,546-74.7% | $3,402-81.1% | $3,470-81.4% |
| Admin fee / account holder | $329 | $3,005-89.0% | $3,590-90.8% | $4,888-93.3% |