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 | $124,313 | $61,660+101.6% | $80,019+55.4% | $64,186+93.7% |
| Participation rate | 64.1% | 71.7%-7.6pp | 75.8%-11.7pp | 69.6%-5.5pp |
| Annual return | -5.38% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,467 | $1,810-19.0% | $2,468-40.6% | $2,381-38.4% |
| Participant deferral / active EE | $2,802 | $2,968-5.6% | $3,686-24.0% | $3,470-19.2% |
| Admin fee / account holder | $4,079 | $5,417-24.7% | $6,521-37.4% | $4,888-16.6% |