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 | $86,485 | $215,361-59.8% | $171,082-49.4% | $273,961-68.4% |
| Participation rate | 61.5% | 82.0%-20.5pp | 76.7%-15.2pp | 83.0%-21.5pp |
| Annual return | 6.10% | 25.14%-19.0pp | 32.56%-26.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,290 | $4,967-53.9% | $4,002-42.8% | $4,869-53.0% |
| Participant deferral / active EE | $4,249 | $5,543-23.4% | $4,797-11.4% | $5,287-19.6% |
| Admin fee / account holder | $2,579 | $10,846-76.2% | $8,520-69.7% | $10,132-74.5% |