Filed October 19, 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 | $151,594 | $99,985+51.6% | $146,665+3.4% | $85,850+76.6% |
| Participation rate | 68.9% | 73.1%-4.2pp | 80.1%-11.2pp | 69.3%-0.4pp |
| Annual return | 16.04% | 18.93%-2.9pp | 22.74%-6.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,228 | $2,559-12.9% | $4,136-46.1% | $2,565-13.2% |
| Participant deferral / active EE | $3,611 | $4,006-9.8% | $5,506-34.4% | $3,952-8.6% |
| Admin fee / account holder | $5,974 | $7,702-22.4% | $10,280-41.9% | $6,260-4.6% |