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 | $102,480 | $62,327+64.4% | $120,354-14.9% | $74,495+37.6% |
| Participation rate | 22.4% | 56.8%-34.4pp | 71.9%-49.5pp | 67.2%-44.8pp |
| Annual return | 12.16% | 18.61%-6.4pp | 107.15%-95.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $871 | $1,843-52.8% | $3,463-74.9% | $2,623-66.8% |
| Participant deferral / active EE | $2,503 | $2,893-13.5% | $4,991-49.8% | $4,346-42.4% |
| Admin fee / account holder | $5,895 | $2,396+146.0% | $9,423-37.4% | $1,942+203.6% |