Filed October 18, 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 | $109,888 | $53,516+105.3% | $126,539-13.2% | $84,808+29.6% |
| Participation rate | 61.3% | 58.2%+3.0pp | 69.8%-8.5pp | 68.3%-7.0pp |
| Annual return | 15.24% | 58.34%-43.1pp | 425.95%-410.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,588 | $1,535+3.5% | $3,674-56.8% | $2,631-39.6% |
| Participant deferral / active EE | $3,524 | $2,671+32.0% | $4,083-13.7% | $4,212-16.3% |
| Admin fee / account holder | $7,202 | $4,497+60.2% | $6,065+18.8% | $7,344-1.9% |