Filed January 5, 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 | $63,543 | $52,681+20.6% | $75,781-16.1% | $59,632+6.6% |
| Participation rate | 54.1% | 67.2%-13.2pp | 75.8%-21.8pp | 68.7%-14.6pp |
| Annual return | -0.53% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $518 | $2,193-76.4% | $3,323-84.4% | $2,203-76.5% |
| Participant deferral / active EE | $3,483 | $2,591+34.4% | $3,651-4.6% | $3,192+9.1% |
| Admin fee / account holder | $2,107 | $3,610-41.6% | $5,299-60.2% | $4,297-51.0% |