Filed November 16, 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.
Employer 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 | $43,967 | $53,516-17.8% | $126,539-65.3% | $84,808-48.2% |
| Participation rate | 18.8% | 58.2%-39.5pp | 69.8%-51.1pp | 68.3%-49.6pp |
| Annual return | 20.53% | 58.34%-37.8pp | 425.95%-405.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $879 | $2,671-67.1% | $4,083-78.5% | $4,212-79.1% |
| Admin fee / account holder | $6,423 | $4,497+42.8% | $6,065+5.9% | $7,344-12.5% |