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 | $80,552 | $76,407+5.4% | $150,298-46.4% | $82,448-2.3% |
| Participation rate | 43.8% | 66.4%-22.6pp | 77.8%-34.0pp | 68.1%-24.3pp |
| Annual return | 14.14% | 39.99%-25.9pp | 62.79%-48.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $761 | $2,614-70.9% | $4,154-81.7% | $2,551-70.2% |
| Participant deferral / active EE | $1,871 | $3,214-41.8% | $5,453-65.7% | $4,139-54.8% |
| Admin fee / account holder | $6,861 | $6,352+8.0% | $14,116-51.4% | $7,234-5.2% |