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 | $194,145 | $81,208+139.1% | $98,907+96.3% | $79,858+143.1% |
| Participation rate | 53.7% | 72.5%-18.8pp | 76.0%-22.4pp | 69.6%-16.0pp |
| Annual return | 14.36% | 60.99%-46.6pp | 196.43%-182.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,490 | $1,960-23.9% | $2,689-44.6% | $2,471-39.7% |
| Participant deferral / active EE | $2,993 | $3,265-8.3% | $4,244-29.5% | $3,740-20.0% |
| Admin fee / account holder | $1,005 | $6,013-83.3% | $6,642-84.9% | $5,306-81.1% |