Filed May 26, 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.
Employer 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 | $102,695 | $146,267-29.8% | $197,124-47.9% | $82,448+24.6% |
| Participation rate | 54.3% | 84.0%-29.8pp | 86.7%-32.5pp | 68.1%-13.8pp |
| Annual return | 11.91% | 29.61%-17.7pp | 44.34%-32.4pp | 41.64%-29.7pp |
| Employer contribution / active EE | $374 | $4,723-92.1% | $6,227-94.0% | $2,551-85.3% |
| Participant deferral / active EE | $3,721 | $7,035-47.1% | $9,135-59.3% | $4,139-10.1% |
| Admin fee / account holder | $16,160 | $14,422+12.0% | $16,298-0.8% | $7,234+123.4% |