Filed October 20, 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 | $60,548 | $71,883-15.8% | $86,677-30.1% | $68,494-11.6% |
| Participation rate | 52.0% | 72.2%-20.2pp | 76.6%-24.6pp | 67.9%-15.9pp |
| Annual return | -16.18% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,443 | $2,173-33.6% | $2,836-49.1% | $2,596-44.4% |
| Participant deferral / active EE | $2,965 | $3,779-21.5% | $4,656-36.3% | $4,027-26.4% |
| Admin fee / account holder | $17,040 | $6,112+178.8% | $7,493+127.4% | $5,403+215.4% |