Filed March 5, 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 | $137,711 | $57,281+140.4% | $86,612+59.0% | $75,163+83.2% |
| Participation rate | 68.8% | 63.2%+5.6pp | 71.7%-2.9pp | 67.2%+1.6pp |
| Annual return | 16.97% | 2670.75%-2653.8pp | 591.07%-574.1pp | 160.62%-143.6pp |
| Employer contribution / active EE | $4,563 | $2,314+97.2% | $3,022+51.0% | $2,670+70.9% |
| Participant deferral / active EE | $8,278 | $3,318+149.5% | $4,438+86.5% | $4,125+100.7% |
| Admin fee / account holder | $11,644 | $4,112+183.2% | $5,614+107.4% | $5,651+106.1% |