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 | $37,518 | $53,053-29.3% | $126,539-70.4% | $74,304-49.5% |
| Participation rate | 50.5% | 48.0%+2.4pp | 69.8%-19.3pp | 60.3%-9.9pp |
| Annual return | 10.61% | 29.46%-18.8pp | 425.95%-415.3pp | 29.43%-18.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $736 | $2,303-68.1% | $4,083-82.0% | $3,767-80.5% |
| Admin fee / account holder | $6,193 | $3,698+67.5% | $6,065+2.1% | $2,969+108.6% |