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 | $108,585 | $52,903+105.3% | $73,307+48.1% | $59,632+82.1% |
| Participation rate | 68.9% | 68.2%+0.6pp | 74.9%-6.1pp | 68.7%+0.2pp |
| Annual return | -1.08% | 12.20%-13.3pp | 5.67%-6.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $429 | $1,909-77.5% | $3,237-86.7% | $2,203-80.5% |
| Participant deferral / active EE | $4,431 | $4,069+8.9% | $4,991-11.2% | $3,192+38.8% |
| Admin fee / account holder | $20,406 | $3,834+432.2% | $5,637+262.0% | $4,297+374.9% |