Filed November 7, 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 | $35,091 | $52,836-33.6% | $105,738-66.8% | $64,186-45.3% |
| Participation rate | 28.2% | 66.5%-38.3pp | 76.3%-48.1pp | 69.6%-41.3pp |
| Annual return | -2.18% | 14.30%-16.5pp | 6.27%-8.5pp | 7.63%-9.8pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $891 | $2,545-65.0% | $4,080-78.2% | $3,470-74.3% |
| Admin fee / account holder | $5,200 | $3,959+31.4% | $6,913-24.8% | $4,888+6.4% |