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 9-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,906,188 | $157,256+1112.2% | $141,162+1250.4% | $152,861+1147.0% |
| Participation rate | 18.2% | 84.8%-66.6pp | 82.5%-64.3pp | 82.4%-64.3pp |
| Annual return | 15.84% | 64.32%-48.5pp | 71.39%-55.5pp | 345.32%-329.5pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,977 | $7,109-44.1% | $6,709-40.7% | $5,850-32.0% |
| Admin fee / account holder | $1,924 | $12,120-84.1% | $10,261-81.2% | $11,596-83.4% |