Filed October 26, 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 | $69,610 | $99,341-29.9% | $84,750-17.9% | $273,961-74.6% |
| Participation rate | 52.2% | 80.7%-28.5pp | 76.6%-24.4pp | 83.0%-30.8pp |
| Annual return | 5.92% | 22.93%-17.0pp | 22.78%-16.9pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,834 | $4,214-56.5% | $3,574-48.7% | $4,869-62.3% |
| Participant deferral / active EE | $2,542 | $4,269-40.5% | $3,712-31.5% | $5,287-51.9% |
| Admin fee / account holder | $3,680 | $6,644-44.6% | $5,332-31.0% | $10,132-63.7% |