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 | $64,911 | $48,364+34.2% | $71,796-9.6% | $62,891+3.2% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 11.41% | 13.16%-1.8pp | 78.04%-66.6pp | 20.14%-8.7pp |
| Employer contribution / active EE | $478 | $1,042-54.1% | $1,924-75.1% | $2,281-79.0% |
| Participant deferral / active EE | $3,437 | $2,091+64.4% | $2,794+23.0% | $3,203+7.3% |
| Admin fee / account holder | $2,601 | $3,771-31.0% | $4,815-46.0% | $4,296-39.4% |