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 | $45,104 | $99,341-54.6% | $84,750-46.8% | $273,961-83.5% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 9.68% | 22.93%-13.2pp | 22.78%-13.1pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,096 | $4,214-74.0% | $3,574-69.3% | $4,869-77.5% |
| Participant deferral / active EE | $4,117 | $4,269-3.6% | $3,712+10.9% | $5,287-22.1% |
| Admin fee / account holder | $487 | $6,644-92.7% | $5,332-90.9% | $10,132-95.2% |