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 | $161,739 | $58,208+177.9% | $81,812+97.7% | $80,856+100.0% |
| Participation rate | 62.8% | 63.4%-0.6pp | 72.3%-9.5pp | 67.6%-4.8pp |
| Annual return | 13.20% | 41.66%-28.5pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,668 | $2,340+99.5% | $2,912+60.3% | $2,755+69.4% |
| Participant deferral / active EE | $9,029 | $3,281+175.2% | $4,319+109.1% | $4,296+110.2% |
| Admin fee / account holder | $8,862 | $4,981+77.9% | $7,386+20.0% | $6,918+28.1% |