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 | $22,433 | $63,764-64.8% | $81,930-72.6% | $79,858-71.9% |
| Participation rate | 35.5% | 67.5%-32.0pp | 72.0%-36.5pp | 69.6%-34.1pp |
| Annual return | 19.64% | 22.66%-3.0pp | 29.49%-9.9pp | 31.71%-12.1pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $989 | $2,780-64.4% | $7,107-86.1% | $3,740-73.6% |
| Admin fee / account holder | $1,614 | $4,426-63.5% | $5,158-68.7% | $5,306-69.6% |