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 | $56,104 | $49,173+14.1% | $121,098-53.7% | $75,163-25.4% |
| Participation rate | 50.7% | 55.4%-4.7pp | 69.5%-18.8pp | 67.2%-16.5pp |
| Annual return | 15.81% | 55.99%-40.2pp | 985.75%-969.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,375 | $1,546-11.0% | $4,164-67.0% | $2,670-48.5% |
| Participant deferral / active EE | $2,831 | $2,628+7.7% | $4,080-30.6% | $4,125-31.4% |
| Admin fee / account holder | $7,896 | $3,942+100.3% | $5,644+39.9% | $5,651+39.7% |