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 | $134,416 | $70,475+90.7% | $100,516+33.7% | $79,858+68.3% |
| Participation rate | 69.6% | 73.7%-4.0pp | 79.4%-9.8pp | 69.6%0pp |
| Annual return | 13.65% | 21.90%-8.2pp | 30.89%-17.2pp | 31.71%-18.1pp |
| Employer contribution / active EE | $830 | $2,165-61.7% | $3,418-75.7% | $2,471-66.4% |
| Participant deferral / active EE | $5,253 | $5,181+1.4% | $6,270-16.2% | $3,740+40.5% |
| Admin fee / account holder | $4,365 | $4,478-2.5% | $8,081-46.0% | $5,306-17.7% |