Filed November 4, 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 | $30,841 | $52,519-41.3% | $155,790-80.2% | $59,632-48.3% |
| Participation rate | 68.6% | 61.7%+6.9pp | 76.1%-7.5pp | 68.7%0pp |
| Annual return | -0.80% | 53.51%-54.3pp | 71.54%-72.3pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $460 | $1,589-71.1% | $3,836-88.0% | $2,203-79.1% |
| Participant deferral / active EE | $2,079 | $3,084-32.6% | $4,797-56.7% | $3,192-34.9% |
| Admin fee / account holder | $828 | $3,540-76.6% | $7,478-88.9% | $4,297-80.7% |