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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,646 | $61,660-45.4% | $80,019-58.0% | $64,186-47.6% |
| Participation rate | 41.4% | 71.7%-30.3pp | 75.8%-34.4pp | 69.6%-28.1pp |
| Annual return | -9.13% | -0.33%-8.8pp | 11.22%-20.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,507 | $2,968-49.2% | $3,686-59.1% | $3,470-56.6% |
| Admin fee / account holder | $919 | $5,417-83.0% | $6,521-85.9% | $4,888-81.2% |