Filed October 18, 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 7-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 | $25,232 | $32,117-21.4% | $71,086-64.5% | $64,186-60.7% |
| Participation rate | 46.2% | 42.7%+3.5pp | 54.7%-8.5pp | 69.6%-23.4pp |
| Annual return | -4.90% | -5.57%+0.7pp | 650.59%-655.5pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,045 | $1,263-17.3% | $1,874-44.3% | $3,470-69.9% |
| Admin fee / account holder | $7,542 | $2,759+173.3% | $3,082+144.7% | $4,888+54.3% |