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 | $20,156 | $72,071-72.0% | $68,368-70.5% | $137,256-85.3% |
| Participation rate | 61.5% | 76.2%-14.7pp | 73.8%-12.2pp | 80.0%-18.4pp |
| Annual return | 17.57% | 353.14%-335.6pp | 292.57%-275.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $799 | $2,788-71.3% | $2,649-69.8% | $4,156-80.8% |
| Participant deferral / active EE | $1,969 | $4,410-55.4% | $4,123-52.2% | $6,407-69.3% |
| Admin fee / account holder | $4,395 | $5,336-17.6% | $5,150-14.6% | $12,270-64.2% |