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 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 | $64,653 | $57,828+11.8% | $117,039-44.8% | $70,131-7.8% |
| Participation rate | 40.2% | 67.1%-26.9pp | 77.2%-37.0pp | 69.5%-29.3pp |
| Annual return | 13.16% | 17.55%-4.4pp | 18.95%-5.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $849 | $1,816-53.2% | $3,785-77.6% | $2,342-63.7% |
| Participant deferral / active EE | $2,064 | $2,438-15.3% | $3,929-47.5% | $3,332-38.0% |
| Admin fee / account holder | $3,378 | $3,548-4.8% | $5,974-43.5% | $4,645-27.3% |