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 | $72,967 | $65,365+11.6% | $92,893-21.5% | $72,9850% |
| Participation rate | 61.5% | 68.3%-6.8pp | 76.0%-14.5pp | 69.5%-7.9pp |
| Annual return | 21.42% | 42.10%-20.7pp | 109.41%-88.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $613 | $2,594-76.4% | $3,653-83.2% | $2,440-74.9% |
| Participant deferral / active EE | $4,736 | $3,128+51.4% | $4,236+11.8% | $3,607+31.3% |
| Admin fee / account holder | $976 | $4,251-77.1% | $5,794-83.2% | $5,124-81.0% |