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 9-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 | $39,513 | $65,061-39.3% | $143,757-72.5% | $66,914-40.9% |
| Participation rate | 34.8% | 65.2%-30.4pp | 80.3%-45.5pp | 69.8%-35.0pp |
| Annual return | -8.19% | -11.14%+2.9pp | -0.04%-8.1pp | 1.58%-9.8pp |
| Employer contribution / active EE | $916 | $2,361-61.2% | $4,951-81.5% | $2,544-64.0% |
| Participant deferral / active EE | $1,164 | $2,919-60.1% | $5,637-79.3% | $4,237-72.5% |
| Admin fee / account holder | $10,564 | $502+2004.6% | $14,673-28.0% | $593+1680.6% |