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 | $37,090 | $35,183+5.4% | $73,545-49.6% | $70,131-47.1% |
| Participation rate | 56.0% | 42.9%+13.1pp | 54.9%+1.1pp | 69.5%-13.5pp |
| Annual return | 18.31% | 26.90%-8.6pp | -15.16%+33.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $672 | $709-5.2% | $1,219-44.9% | $2,342-71.3% |
| Participant deferral / active EE | $1,617 | $1,220+32.6% | $1,806-10.5% | $3,332-51.5% |
| Admin fee / account holder | $8,556 | $2,302+271.6% | $2,320+268.8% | $4,645+84.2% |