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.
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 | $25,955 | $50,958-49.1% | $74,550-65.2% | $64,186-59.6% |
| Participation rate | 52.9% | 61.1%-8.2pp | 69.1%-16.3pp | 69.6%-16.7pp |
| Annual return | -8.06% | -1.86%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $265 | $1,115-76.3% | $1,961-86.5% | $2,381-88.9% |
| Participant deferral / active EE | $1,184 | $2,301-48.5% | $3,108-61.9% | $3,470-65.9% |
| Admin fee / account holder | $1,366 | $4,223-67.7% | $5,060-73.0% | $4,888-72.1% |