Filed December 23, 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 | $42,496 | $44,850-5.2% | $60,547-29.8% | $59,632-28.7% |
| Participation rate | 69.0% | 59.5%+9.5pp | 68.0%+1.0pp | 68.7%+0.3pp |
| Annual return | -2.73% | 1074.14%-1076.9pp | 335.64%-338.4pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,203 | $1,462-17.7% | $2,419-50.3% | $2,203-45.4% |
| Participant deferral / active EE | $1,805 | $2,230-19.0% | $3,328-45.7% | $3,192-43.4% |
| Admin fee / account holder | $7,202 | $3,635+98.1% | $4,536+58.8% | $4,297+67.6% |