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 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,976 | $69,977-74.3% | $108,579-83.4% | $62,891-71.4% |
| Participation rate | 58.8% | 72.9%-14.1pp | 79.6%-20.7pp | 69.3%-10.5pp |
| Annual return | 4.75% | 10.73%-6.0pp | -51.70%+56.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $810 | $2,135-62.1% | $3,758-78.4% | $2,281-64.5% |
| Participant deferral / active EE | $1,216 | $3,165-61.6% | $4,311-71.8% | $3,203-62.0% |
| Admin fee / account holder | $616 | $5,076-87.9% | $7,645-91.9% | $4,296-85.6% |