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 | $139,227 | $66,098+110.6% | $101,794+36.8% | $74,304+87.4% |
| Participation rate | 42.6% | 53.8%-11.1pp | 69.2%-26.6pp | 60.3%-17.7pp |
| Annual return | 16.36% | 19.59%-3.2pp | 30.53%-14.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $630 | $1,082-41.7% | $2,289-72.5% | $2,241-71.9% |
| Participant deferral / active EE | $4,189 | $2,781+50.6% | $4,084+2.6% | $3,767+11.2% |
| Admin fee / account holder | $4,563 | $4,146+10.0% | $8,777-48.0% | $2,969+53.7% |