Filed October 29, 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 | $37,710 | $54,541-30.9% | $78,778-52.1% | $70,131-46.2% |
| Participation rate | 41.8% | 60.8%-19.0pp | 69.2%-27.4pp | 69.5%-27.7pp |
| Annual return | 12.46% | 21.07%-8.6pp | 35.62%-23.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $217 | $1,089-80.1% | $1,986-89.1% | $2,342-90.7% |
| Participant deferral / active EE | $949 | $2,210-57.1% | $2,958-67.9% | $3,332-71.5% |
| Admin fee / account holder | $5,256 | $3,709+41.7% | $5,134+2.4% | $4,645+13.1% |