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 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 | $14,926 | $77,634-80.8% | $156,549-90.5% | $62,891-76.3% |
| Participation rate | 54.8% | 71.2%-16.4pp | 84.0%-29.2pp | 69.3%-14.5pp |
| Annual return | 5.37% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $806 | $3,444-76.6% | $5,501-85.3% | $2,281-64.6% |
| Participant deferral / active EE | $1,600 | $3,045-47.5% | $4,871-67.1% | $3,203-50.0% |
| Admin fee / account holder | $824 | $5,561-85.2% | $13,027-93.7% | $4,296-80.8% |