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 | $27,367 | $91,190-70.0% | $178,490-84.7% | $79,858-65.7% |
| Participation rate | 65.9% | 69.2%-3.3pp | 81.9%-16.0pp | 69.6%-3.7pp |
| Annual return | 12.34% | 24.19%-11.8pp | 151.07%-138.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $629 | $3,256-80.7% | $5,011-87.4% | $2,471-74.5% |
| Participant deferral / active EE | $1,611 | $3,236-50.2% | $5,202-69.0% | $3,740-56.9% |
| Admin fee / account holder | $3,729 | $6,751-44.8% | $13,984-73.3% | $5,306-29.7% |