Filed December 14, 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 | $80,011 | $76,050+5.2% | $96,544-17.1% | $71,457+12.0% |
| Participation rate | 51.7% | 74.4%-22.7pp | 76.0%-24.2pp | 67.9%-16.2pp |
| Annual return | 16.09% | 22.81%-6.7pp | 25.84%-9.8pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,392 | $2,244-38.0% | $2,965-53.0% | $2,588-46.2% |
| Participant deferral / active EE | $2,856 | $4,215-32.2% | $4,851-41.1% | $4,289-33.4% |
| Admin fee / account holder | $7,879 | $2,707+191.0% | $8,252-4.5% | $1,587+396.3% |