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 6-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 | $20,027 | $116,167-82.8% | $64,489-68.9% | $137,256-85.4% |
| Participation rate | 64.7% | 68.2%-3.5pp | 67.7%-3.0pp | 80.0%-15.3pp |
| Annual return | 15.14% | 36.55%-21.4pp | 55.03%-39.9pp | 220.34%-205.2pp |
| Employer contribution / active EE | $843 | $2,483-66.0% | $1,523-44.6% | $4,156-79.7% |
| Participant deferral / active EE | $1,206 | $4,215-71.4% | $2,778-56.6% | $6,407-81.2% |
| Admin fee / account holder | $1,118 | $6,188-81.9% | $4,260-73.8% | $12,270-90.9% |