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.
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 | $145,378 | $64,348+125.9% | $90,160+61.2% | $70,131+107.3% |
| Participation rate | 66.7% | 70.4%-3.8pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 16.22% | 28.13%-11.9pp | 34.88%-18.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $470 | $2,046-77.0% | $3,318-85.8% | $2,342-79.9% |
| Participant deferral / active EE | $5,327 | $4,389+21.4% | $5,288+0.7% | $3,332+59.9% |
| Admin fee / account holder | $44,478 | $3,944+1027.8% | $5,943+648.4% | $4,645+857.5% |