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 | $47,851 | $72,114-33.6% | $108,745-56.0% | $62,891-23.9% |
| Participation rate | 38.5% | 74.6%-36.1pp | 77.7%-39.2pp | 69.3%-30.8pp |
| Annual return | 7.16% | 13.41%-6.2pp | 46.22%-39.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $739 | $4,044-81.7% | $5,121-85.6% | $3,203-76.9% |
| Admin fee / account holder | $1,363 | $4,608-70.4% | $6,144-77.8% | $4,296-68.3% |