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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,460 | $58,851-66.9% | $115,157-83.1% | $72,985-73.3% |
| Participation rate | 33.8% | 65.5%-31.8pp | 75.9%-42.1pp | 69.5%-35.7pp |
| Annual return | 12.02% | 23.16%-11.1pp | 35.60%-23.6pp | 81.00%-69.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $848 | $2,643-67.9% | $4,168-79.6% | $3,607-76.5% |
| Admin fee / account holder | $20,598 | $6,370+223.4% | $7,088+190.6% | $5,124+302.0% |