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 | $80,651 | $79,171+1.9% | $102,423-21.3% | $74,495+8.3% |
| Participation rate | 53.0% | 74.8%-21.8pp | 76.5%-23.5pp | 67.2%-14.2pp |
| Annual return | 12.39% | 54.93%-42.5pp | 29.32%-16.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,464 | $2,362-38.0% | $3,023-51.6% | $2,623-44.2% |
| Participant deferral / active EE | $2,951 | $4,415-33.2% | $5,053-41.6% | $4,346-32.1% |
| Admin fee / account holder | $21,897 | $2,001+994.5% | $9,451+131.7% | $1,942+1027.7% |