Filed September 2, 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.
Employer 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 | $52,967 | $87,733-39.6% | $106,548-50.3% | $85,850-38.3% |
| Participation rate | 63.5% | 71.9%-8.5pp | 76.1%-12.7pp | 69.3%-5.9pp |
| Annual return | 12.63% | 21.86%-9.2pp | 26.80%-14.2pp | 318.53%-305.9pp |
| Employer contribution / active EE | $465 | $2,073-77.5% | $2,819-83.5% | $2,565-81.9% |
| Participant deferral / active EE | $3,263 | $3,469-5.9% | $4,398-25.8% | $3,952-17.4% |
| Admin fee / account holder | $17,959 | $6,767+165.4% | $7,407+142.5% | $6,260+186.9% |