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 | $23,063 | $81,248-71.6% | $155,509-85.2% | $80,856-71.5% |
| Participation rate | 67.5% | 66.2%+1.2pp | 78.2%-10.7pp | 67.6%-0.2pp |
| Annual return | 10.73% | 33.31%-22.6pp | 64.67%-53.9pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,006 | $3,100-67.6% | $4,672-78.5% | $2,755-63.5% |
| Participant deferral / active EE | $922 | $3,452-73.3% | $5,626-83.6% | $4,296-78.5% |
| Admin fee / account holder | $1,546 | $7,997-80.7% | $15,912-90.3% | $6,918-77.7% |