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 | $81,487 | $58,694+38.8% | $142,863-43.0% | $85,850-5.1% |
| Participation rate | 52.6% | 58.5%-5.8pp | 71.9%-19.3pp | 69.3%-16.7pp |
| Annual return | 13.71% | 27.72%-14.0pp | 5637.54%-5623.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,615 | $1,423+13.5% | $4,144-61.0% | $2,565-37.0% |
| Participant deferral / active EE | $3,678 | $2,607+41.1% | $3,837-4.1% | $3,952-6.9% |
| Admin fee / account holder | $3,534 | $4,239-16.6% | $6,560-46.1% | $6,260-43.6% |