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 | $151,141 | $183,963-17.8% | $162,163-6.8% | $152,861-1.1% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 18.96% | 150.76%-131.8pp | 115.59%-96.6pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,635 | $6,371-74.3% | $5,614-70.9% | $4,762-65.7% |
| Participant deferral / active EE | $3,425 | $8,034-57.4% | $7,298-53.1% | $5,850-41.5% |
| Admin fee / account holder | $519 | $13,121-96.0% | $10,843-95.2% | $11,596-95.5% |