Filed December 24, 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 7-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 | $45,064 | $95,803-53.0% | $113,168-60.2% | $84,808-46.9% |
| Participation rate | 31.9% | 72.9%-40.9pp | 76.6%-44.6pp | 68.3%-36.4pp |
| Annual return | 16.12% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,142 | $2,360-51.6% | $2,975-61.6% | $2,631-56.6% |
| Participant deferral / active EE | $2,082 | $4,242-50.9% | $5,107-59.2% | $4,212-50.6% |
| Admin fee / account holder | $999 | $8,989-88.9% | $12,068-91.7% | $7,344-86.4% |