Filed October 26, 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 | $87,042 | $54,541+59.6% | $78,778+10.5% | $70,131+24.1% |
| Participation rate | 67.9% | 60.8%+7.1pp | 69.2%-1.3pp | 69.5%-1.7pp |
| Annual return | 13.78% | 21.07%-7.3pp | 35.62%-21.8pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,681 | $1,089+54.4% | $1,986-15.3% | $2,342-28.2% |
| Participant deferral / active EE | $2,665 | $2,210+20.6% | $2,958-9.9% | $3,332-20.0% |
| Admin fee / account holder | $2,769 | $3,709-25.3% | $5,134-46.1% | $4,645-40.4% |