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 | $55,203 | $82,523-33.1% | $115,752-52.3% | $70,131-21.3% |
| Participation rate | 43.8% | 74.0%-30.2pp | 77.8%-34.0pp | 69.5%-25.8pp |
| Annual return | 14.23% | 28.22%-14.0pp | 19.41%-5.2pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $461 | $4,062-88.7% | $5,204-91.1% | $3,332-86.2% |
| Admin fee / account holder | $535 | $4,552-88.2% | $6,278-91.5% | $4,645-88.5% |