Filed October 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 | $60,113 | $83,902-28.4% | $167,512-64.1% | $84,808-29.1% |
| Participation rate | 62.1% | 66.5%-4.4pp | 77.1%-15.0pp | 68.3%-6.2pp |
| Annual return | 18.58% | 91.55%-73.0pp | 1615.79%-1597.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,265 | $2,2640% | $3,882-41.7% | $2,631-13.9% |
| Participant deferral / active EE | $3,622 | $4,442-18.5% | $6,405-43.4% | $4,212-14.0% |
| Admin fee / account holder | $4,358 | $7,915-44.9% | $9,769-55.4% | $7,344-40.7% |