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 | $64,182 | $41,377+55.1% | $109,313-41.3% | $62,891+2.1% |
| Participation rate | 43.5% | 57.5%-14.1pp | 71.3%-27.8pp | 69.3%-25.8pp |
| Annual return | 5.63% | 11.05%-5.4pp | 22.07%-16.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $948 | $1,276-25.7% | $3,892-75.7% | $2,281-58.5% |
| Participant deferral / active EE | $1,973 | $2,045-3.5% | $3,166-37.7% | $3,203-38.4% |
| Admin fee / account holder | $3,298 | $2,884+14.4% | $5,666-41.8% | $4,296-23.2% |