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 | $57,113 | $58,512-2.4% | $84,015-32.0% | $72,985-21.7% |
| Participation rate | 67.2% | 61.2%+6.0pp | 69.0%-1.8pp | 69.5%-2.3pp |
| Annual return | 19.57% | 28.93%-9.4pp | 71.31%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $820 | $1,163-29.5% | $1,983-58.7% | $2,440-66.4% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,875 | $4,569-59.0% | $6,101-69.3% | $5,124-63.4% |