Filed July 1, 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 | $40,008 | $77,634-48.5% | $156,549-74.4% | $62,891-36.4% |
| Participation rate | 41.3% | 71.2%-29.9pp | 84.0%-42.7pp | 69.3%-28.0pp |
| Annual return | 5.07% | 50.32%-45.2pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,022 | $3,045-33.6% | $4,871-58.5% | $3,203-36.9% |
| Admin fee / account holder | $14,284 | $5,561+156.9% | $13,027+9.6% | $4,296+232.5% |