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 | $45,786 | $60,323-24.1% | $81,812-44.0% | $74,495-38.5% |
| Participation rate | 29.4% | 62.9%-33.5pp | 72.3%-43.0pp | 67.2%-37.8pp |
| Annual return | 13.93% | 16.90%-3.0pp | 773.79%-759.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $659 | $2,620-74.9% | $2,912-77.4% | $2,623-74.9% |
| Participant deferral / active EE | $2,137 | $3,387-36.9% | $4,319-50.5% | $4,346-50.8% |
| Admin fee / account holder | $11,171 | $1,486+651.8% | $7,386+51.2% | $1,942+475.3% |