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 | $76,709 | $54,541+40.6% | $78,778-2.6% | $70,131+9.4% |
| Participation rate | 9.5% | 60.8%-51.3pp | 69.2%-59.7pp | 69.5%-60.0pp |
| Annual return | 26.88% | 21.07%+5.8pp | 35.62%-8.7pp | 73.14%-46.3pp |
| Employer contribution / active EE | $710 | $1,089-34.7% | $1,986-64.2% | $2,342-69.7% |
| Participant deferral / active EE | $5,132 | $2,210+132.2% | $2,958+73.5% | $3,332+54.0% |
| Admin fee / account holder | $8,569 | $3,709+131.0% | $5,134+66.9% | $4,645+84.5% |