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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,960 | $71,050-52.2% | $93,606-63.7% | $80,856-58.0% |
| Participation rate | 27.5% | 60.4%-32.9pp | 68.7%-41.2pp | 67.6%-40.1pp |
| Annual return | 20.56% | 11.26%+9.3pp | 133.20%-112.6pp | 35.59%-15.0pp |
| Employer contribution / active EE | $42 | $1,564-97.3% | $2,420-98.3% | $2,755-98.5% |
| Participant deferral / active EE | $2,080 | $4,034-48.4% | $4,411-52.8% | $4,296-51.6% |
| Admin fee / account holder | $2,192 | $6,945-68.4% | $8,285-73.5% | $6,918-68.3% |