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 | $29,038 | $46,732-37.9% | $156,549-81.5% | $55,167-47.4% |
| Participation rate | 60.9% | 65.8%-4.9pp | 84.0%-23.1pp | 69.0%-8.1pp |
| Annual return | 22.16% | 17.72%+4.4pp | 32.23%-10.1pp | 169.23%-147.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,162 | $2,204+43.5% | $4,871-35.1% | $3,054+3.5% |
| Admin fee / account holder | $2,098 | $418+401.5% | $13,027-83.9% | $504+316.4% |