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 | $75,546 | $58,512+29.1% | $84,015-10.1% | $72,985+3.5% |
| Participation rate | 31.7% | 61.2%-29.5pp | 69.0%-37.3pp | 69.5%-37.7pp |
| Annual return | 17.74% | 28.93%-11.2pp | 71.31%-53.6pp | 81.00%-63.3pp |
| Employer contribution / active EE | $398 | $1,163-65.8% | $1,983-79.9% | $2,440-83.7% |
| Participant deferral / active EE | $2,326 | $2,394-2.8% | $3,239-28.2% | $3,607-35.5% |
| Admin fee / account holder | $4,499 | $4,569-1.5% | $6,101-26.2% | $5,124-12.2% |