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 | $151,979 | $76,367+99.0% | $93,606+62.4% | $72,985+108.2% |
| Participation rate | 59.5% | 71.7%-12.2pp | 75.8%-16.3pp | 69.5%-10.0pp |
| Annual return | 22.71% | 25.82%-3.1pp | 32.76%-10.0pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,429 | $2,275-37.2% | $2,718-47.4% | $2,440-41.4% |
| Participant deferral / active EE | $2,792 | $3,538-21.1% | $4,069-31.4% | $3,607-22.6% |
| Admin fee / account holder | $1,517 | $6,838-77.8% | $7,888-80.8% | $5,124-70.4% |