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 | $122,500 | $63,355+93.4% | $91,989+33.2% | $72,985+67.8% |
| Participation rate | 69.1% | 72.5%-3.4pp | 78.6%-9.5pp | 69.5%-0.4pp |
| Annual return | 20.32% | 35.35%-15.0pp | 69.02%-48.7pp | 81.00%-60.7pp |
| Employer contribution / active EE | $810 | $2,116-61.7% | $3,452-76.5% | $2,440-66.8% |
| Participant deferral / active EE | $4,996 | $4,883+2.3% | $5,923-15.6% | $3,607+38.5% |
| Admin fee / account holder | $1,108 | $4,668-76.3% | $7,743-85.7% | $5,124-78.4% |