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 | $1,707,163 | $82,664+1965.2% | $125,339+1262.0% | $68,494+2392.4% |
| Participation rate | 19.2% | 75.0%-55.8pp | 82.4%-63.1pp | 67.9%-48.7pp |
| Annual return | -12.77% | -5.97%-6.8pp | 572.05%-584.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,198 | $6,110-47.7% | $7,446-57.1% | $4,027-20.6% |
| Admin fee / account holder | $1,845 | $6,275-70.6% | $10,010-81.6% | $5,403-65.8% |