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 | $118,427-83.1% | $66,042-69.7% | $142,382-85.9% |
| Participation rate | 64.7% | 68.1%-3.4pp | 67.5%-2.8pp | 80.1%-15.4pp |
| Annual return | 15.14% | 35.57%-20.4pp | 52.11%-37.0pp | 217.08%-201.9pp |
| Employer contribution / active EE | $843 | $2,570-67.2% | $1,579-46.6% | $4,299-80.4% |
| Participant deferral / active EE | $1,206 | $4,311-72.0% | $2,835-57.5% | $6,507-81.5% |
| Admin fee / account holder | $1,118 | $9,593-88.4% | $5,747-80.6% | $12,624-91.1% |