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 | $39,536 | $58,512-32.4% | $84,015-52.9% | $72,985-45.8% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 42.25% | 28.93%+13.3pp | 71.31%-29.1pp | 81.00%-38.7pp |
| Employer contribution / active EE | $409 | $1,163-64.8% | $1,983-79.4% | $2,440-83.2% |
| Participant deferral / active EE | $2,780 | $2,394+16.1% | $3,239-14.2% | $3,607-22.9% |
| Admin fee / account holder | $861 | $4,569-81.2% | $6,101-85.9% | $5,124-83.2% |