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 | $90,636 | $63,346+43.1% | $92,233-1.7% | $70,131+29.2% |
| Participation rate | 44.2% | 68.7%-24.4pp | 76.5%-32.2pp | 69.5%-25.3pp |
| Annual return | 20.89% | 530.12%-509.2pp | 176.28%-155.4pp | 73.14%-52.3pp |
| Employer contribution / active EE | $627 | $2,471-74.6% | $3,679-83.0% | $2,342-73.2% |
| Participant deferral / active EE | $4,197 | $2,854+47.1% | $3,897+7.7% | $3,332+26.0% |
| Admin fee / account holder | $1,584 | $3,840-58.7% | $5,194-69.5% | $4,645-65.9% |