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 9-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 | $1,593,826 | $175,202+809.7% | $149,673+964.9% | $139,434+1043.1% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 2.23% | 166.71%-164.5pp | 134.42%-132.2pp | 372.94%-370.7pp |
| Employer contribution / active EE | $19,840 | $5,474+262.4% | $4,818+311.8% | $4,751+317.6% |
| Participant deferral / active EE | $12,719 | $6,519+95.1% | $5,680+123.9% | $6,710+89.5% |
| Admin fee / account holder | $629,158 | $16,150+3795.7% | $13,210+4662.8% | $11,403+5417.7% |