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.
Participant 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 | $74,674 | $88,707-15.8% | $74,183+0.7% | $273,961-72.7% |
| Participation rate | 4.8% | 79.4%-74.7pp | 76.6%-71.9pp | 83.0%-78.3pp |
| Annual return | 2.85% | 11.94%-9.1pp | 17.74%-14.9pp | 41.45%-38.6pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $409 | $4,212-90.3% | $3,550-88.5% | $5,287-92.3% |
| Admin fee / account holder | $814 | $8,717-90.7% | $5,586-85.4% | $10,132-92.0% |