Filed November 17, 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 | $50,177 | $52,406-4.3% | $129,207-61.2% | $74,495-32.6% |
| Participation rate | 43.4% | 53.8%-10.4pp | 69.6%-26.2pp | 67.2%-23.8pp |
| Annual return | 9.05% | 15.66%-6.6pp | 9417.33%-9408.3pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $1,143 | $1,531-25.3% | $4,153-72.5% | $2,623-56.4% |
| Participant deferral / active EE | $2,334 | $2,794-16.5% | $4,168-44.0% | $4,346-46.3% |
| Admin fee / account holder | $6,782 | $2,633+157.6% | $7,715-12.1% | $1,942+249.3% |