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 9-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 | $24,981 | $54,541-54.2% | $78,778-68.3% | $70,131-64.4% |
| Participation rate | 45.7% | 60.8%-15.1pp | 69.2%-23.5pp | 69.5%-23.8pp |
| Annual return | 16.17% | 21.07%-4.9pp | 35.62%-19.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $248 | $1,089-77.2% | $1,986-87.5% | $2,342-89.4% |
| Participant deferral / active EE | $1,905 | $2,210-13.8% | $2,958-35.6% | $3,332-42.8% |
| Admin fee / account holder | $4,869 | $3,709+31.3% | $5,134-5.2% | $4,645+4.8% |