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 3-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 | $108,444 | $140,588-22.9% | $123,104-11.9% | $125,391-13.5% |
| Participation rate | 16.7% | 88.2%-71.5pp | 86.8%-70.1pp | 83.2%-66.5pp |
| Annual return | -2.33% | 16.80%-19.1pp | 13.22%-15.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $8,967 | $6,041+48.4% | $5,151+74.1% | $4,866+84.3% |
| Participant deferral / active EE | $11,716 | $6,980+67.8% | $6,230+88.1% | $5,352+118.9% |
| Admin fee / account holder | $39,714 | $11,198+254.7% | $9,015+340.6% | $9,540+316.3% |