Filed October 26, 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 | $59,945 | $88,707-32.4% | $74,183-19.2% | $273,961-78.1% |
| Participation rate | 57.9% | 79.4%-21.6pp | 76.6%-18.7pp | 83.0%-25.1pp |
| Annual return | 5.75% | 11.94%-6.2pp | 17.74%-12.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,027 | $3,159-67.5% | $2,370-56.7% | $4,869-78.9% |
| Participant deferral / active EE | $1,929 | $4,212-54.2% | $3,550-45.6% | $5,287-63.5% |
| Admin fee / account holder | $32,041 | $8,717+267.6% | $5,586+473.6% | $10,132+216.2% |