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 | $40,962 | $62,672-34.6% | $185,117-77.9% | $70,131-41.6% |
| Participation rate | 42.0% | 63.8%-21.8pp | 77.3%-35.3pp | 69.5%-27.6pp |
| Annual return | 15.38% | 40.79%-25.4pp | 40.50%-25.1pp | 73.14%-57.8pp |
| Employer contribution / active EE | $407 | $1,753-76.8% | $4,182-90.3% | $2,342-82.6% |
| Participant deferral / active EE | $1,739 | $3,272-46.9% | $5,045-65.5% | $3,332-47.8% |
| Admin fee / account holder | $4,022 | $3,932+2.3% | $8,159-50.7% | $4,645-13.4% |