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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,887 | $81,460-24.0% | $103,333-40.1% | $80,856-23.5% |
| Participation rate | 69.4% | 66.8%+2.6pp | 74.5%-5.1pp | 67.6%+1.8pp |
| Annual return | 15.78% | 25.55%-9.8pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,584 | $3,105-49.0% | $3,868-59.0% | $2,755-42.5% |
| Participant deferral / active EE | $1,321 | $3,869-65.9% | $5,057-73.9% | $4,296-69.3% |
| Admin fee / account holder | $8,432 | $6,566+28.4% | $8,355+0.9% | $6,918+21.9% |