Filed December 14, 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 | $70,229 | $71,050-1.2% | $93,606-25.0% | $80,856-13.1% |
| Participation rate | 55.8% | 60.4%-4.6pp | 68.7%-13.0pp | 67.6%-11.9pp |
| Annual return | 11.36% | 11.26%+0.1pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $703 | $1,564-55.1% | $2,420-71.0% | $2,755-74.5% |
| Participant deferral / active EE | $5,899 | $4,034+46.2% | $4,411+33.7% | $4,296+37.3% |
| Admin fee / account holder | $11,733 | $6,945+68.9% | $8,285+41.6% | $6,918+69.6% |