Filed November 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,104 | $39,162-10.4% | $100,671-65.1% | $59,632-41.1% |
| Participation rate | 48.8% | 55.9%-7.1pp | 70.7%-22.0pp | 68.7%-19.9pp |
| Annual return | -4.24% | 21.07%-25.3pp | 20.43%-24.7pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,437 | $1,992-27.8% | $3,144-54.3% | $3,192-55.0% |
| Admin fee / account holder | $4,806 | $2,969+61.9% | $4,850-0.9% | $4,297+11.9% |