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 | $38,882 | $49,173-20.9% | $121,098-67.9% | $75,163-48.3% |
| Participation rate | 47.3% | 55.4%-8.1pp | 69.5%-22.2pp | 67.2%-19.9pp |
| Annual return | 11.92% | 55.99%-44.1pp | 985.75%-973.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $539 | $1,546-65.1% | $4,164-87.1% | $2,670-79.8% |
| Participant deferral / active EE | $1,033 | $2,628-60.7% | $4,080-74.7% | $4,125-75.0% |
| Admin fee / account holder | $821 | $3,942-79.2% | $5,644-85.4% | $5,651-85.5% |