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 | $36,852 | $48,364-23.8% | $71,796-48.7% | $62,891-41.4% |
| Participation rate | 57.5% | 60.6%-3.1pp | 69.1%-11.6pp | 69.3%-11.8pp |
| Annual return | 6.82% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $335 | $1,042-67.9% | $1,924-82.6% | $2,281-85.3% |
| Participant deferral / active EE | $2,572 | $2,091+23.0% | $2,794-8.0% | $3,203-19.7% |
| Admin fee / account holder | $548 | $3,771-85.5% | $4,815-88.6% | $4,296-87.2% |