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 | $83,008 | $109,817-24.4% | $98,442-15.7% | $167,490-50.4% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 13.55% | 1956.69%-1943.1pp | 1492.73%-1479.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,476 | $3,224-23.2% | $2,960-16.3% | $4,837-48.8% |
| Participant deferral / active EE | $7,463 | $4,673+59.7% | $4,276+74.5% | $6,341+17.7% |
| Admin fee / account holder | $39,686 | $6,753+487.7% | $5,949+567.1% | $12,309+222.4% |