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 | $27,263 | $75,828-64.0% | $147,614-81.5% | $59,632-54.3% |
| Participation rate | 63.6% | 71.6%-7.9pp | 84.6%-21.0pp | 68.7%-5.0pp |
| Annual return | 23.33% | 0.37%+23.0pp | 61.98%-38.6pp | 2041.28%-2018.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,018 | $3,130-3.6% | $4,895-38.3% | $3,192-5.4% |
| Admin fee / account holder | $2,156 | $5,985-64.0% | $11,611-81.4% | $4,297-49.8% |