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 9-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 | $84,334 | $67,331+25.3% | $60,874+38.5% | $134,475-37.3% |
| Participation rate | 63.2% | 76.2%-13.0pp | 73.1%-10.0pp | 81.2%-18.1pp |
| Annual return | -17.16% | 49.93%-67.1pp | 16.90%-34.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,249 | $3,096+69.5% | $2,701+94.3% | $4,740+10.7% |
| Participant deferral / active EE | $7,745 | $4,538+70.6% | $3,817+102.9% | $6,400+21.0% |
| Admin fee / account holder | $3,119 | $4,582-31.9% | $3,224-3.3% | $11,426-72.7% |