Filed January 9, 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 | $152,291 | $86,929+75.2% | $102,423+48.7% | $80,856+88.3% |
| Participation rate | 65.0% | 72.4%-7.4pp | 76.5%-11.5pp | 67.6%-2.6pp |
| Annual return | 12.19% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,244 | $2,369+36.9% | $3,023+7.3% | $2,755+17.8% |
| Participant deferral / active EE | $5,855 | $4,118+42.2% | $5,053+15.9% | $4,296+36.3% |
| Admin fee / account holder | $16,141 | $8,049+100.5% | $9,451+70.8% | $6,918+133.3% |