Filed November 22, 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 | $34,568 | $39,162-11.7% | $100,671-65.7% | $59,632-42.0% |
| Participation rate | 45.7% | 55.9%-10.2pp | 70.7%-25.1pp | 68.7%-23.0pp |
| Annual return | -1.85% | 21.07%-22.9pp | 20.43%-22.3pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,142 | $1,151-0.8% | $4,012-71.5% | $2,203-48.2% |
| Participant deferral / active EE | $2,367 | $1,992+18.8% | $3,144-24.7% | $3,192-25.9% |
| Admin fee / account holder | $1,302 | $2,969-56.1% | $4,850-73.1% | $4,297-69.7% |