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.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,926 | $80,717+234.4% | $154,803+74.4% | $84,808+218.3% |
| Participation rate | 66.7% | 66.8%-0.1pp | 78.1%-11.4pp | 68.3%-1.6pp |
| Annual return | 11.75% | 37.96%-26.2pp | 58.88%-47.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,700 | $2,761-2.2% | $4,305-37.3% | $2,631+2.6% |
| Participant deferral / active EE | $5,565 | $3,303+68.5% | $5,540+0.4% | $4,212+32.1% |
| Admin fee / account holder | $1,168 | $6,746-82.7% | $14,329-91.9% | $7,344-84.1% |