Filed October 19, 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 | $60,587 | $67,606-10.4% | $82,313-26.4% | $70,131-13.6% |
| Participation rate | 33.7% | 72.8%-39.0pp | 76.9%-43.2pp | 69.5%-35.8pp |
| Annual return | 18.08% | 21.57%-3.5pp | 25.88%-7.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $400 | $1,755-77.2% | $2,428-83.5% | $2,342-82.9% |
| Participant deferral / active EE | $1,436 | $2,987-51.9% | $3,706-61.2% | $3,332-56.9% |
| Admin fee / account holder | $21,638 | $4,512+379.6% | $5,608+285.8% | $4,645+365.8% |