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.
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 | $74,549 | $67,606+10.3% | $82,313-9.4% | $70,131+6.3% |
| Participation rate | 48.6% | 72.8%-24.1pp | 76.9%-28.2pp | 69.5%-20.9pp |
| Annual return | 18.00% | 21.57%-3.6pp | 25.88%-7.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,266 | $2,987-24.1% | $3,706-38.9% | $3,332-32.0% |
| Admin fee / account holder | $1,207 | $4,512-73.2% | $5,608-78.5% | $4,645-74.0% |