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 | $28,373 | $73,867-61.6% | $143,757-80.3% | $68,494-58.6% |
| Participation rate | 56.3% | 66.7%-10.3pp | 80.3%-24.0pp | 67.9%-11.6pp |
| Annual return | -15.14% | 1.01%-16.2pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $521 | $3,184-83.6% | $4,951-89.5% | $2,596-79.9% |
| Participant deferral / active EE | $1,567 | $3,384-53.7% | $5,637-72.2% | $4,027-61.1% |
| Admin fee / account holder | $1,806 | $5,755-68.6% | $14,673-87.7% | $5,403-66.6% |