Filed October 19, 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.
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 | $31,053 | $63,156-50.8% | $122,332-74.6% | $62,292-50.1% |
| Participation rate | 65.7% | 60.0%+5.7pp | 71.6%-5.9pp | 69.5%-3.8pp |
| Annual return | 11.75% | 20.61%-8.9pp | 30.27%-18.5pp | 28.90%-17.1pp |
| Employer contribution / active EE | $513 | $1,385-62.9% | $4,050-87.3% | $2,042-74.9% |
| Participant deferral / active EE | $988 | $2,321-57.5% | $3,287-70.0% | $3,169-68.8% |
| Admin fee / account holder | $732 | $440+66.4% | $5,478-86.6% | $479+52.7% |