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 | $95,733 | $58,577+63.4% | $83,333+14.9% | $64,186+49.2% |
| Participation rate | 65.0% | 72.0%-7.0pp | 77.8%-12.8pp | 69.6%-4.6pp |
| Annual return | -3.41% | 9.65%-13.1pp | 10.63%-14.0pp | 7.63%-11.0pp |
| Employer contribution / active EE | $756 | $2,098-64.0% | $3,379-77.6% | $2,381-68.3% |
| Participant deferral / active EE | $5,100 | $4,654+9.6% | $5,565-8.4% | $3,470+47.0% |
| Admin fee / account holder | $24,387 | $9,275+162.9% | $7,510+224.7% | $4,888+398.9% |