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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,095 | $80,717-42.9% | $154,803-70.2% | $84,808-45.6% |
| Participation rate | 53.1% | 66.8%-13.7pp | 78.1%-25.0pp | 68.3%-15.2pp |
| Annual return | 10.44% | 37.96%-27.5pp | 58.88%-48.4pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,176 | $2,761-57.4% | $4,305-72.7% | $2,631-55.3% |
| Participant deferral / active EE | $2,216 | $3,303-32.9% | $5,540-60.0% | $4,212-47.4% |
| Admin fee / account holder | $9,443 | $6,746+40.0% | $14,329-34.1% | $7,344+28.6% |