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 | $193,399 | $138,347+39.8% | $184,203+5.0% | $80,856+139.2% |
| Participation rate | 64.4% | 83.9%-19.4pp | 86.8%-22.4pp | 67.6%-3.2pp |
| Annual return | 16.87% | 20.02%-3.1pp | 28.81%-11.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $5,117 | $4,850+5.5% | $6,427-20.4% | $2,755+85.8% |
| Participant deferral / active EE | $8,954 | $7,071+26.6% | $9,131-1.9% | $4,296+108.4% |
| Admin fee / account holder | $3,705 | $10,483-64.7% | $13,901-73.3% | $6,918-46.4% |