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 | $74,604 | $87,870-15.1% | $113,168-34.1% | $74,304+0.4% |
| Participation rate | 62.5% | 70.7%-8.2pp | 76.6%-14.1pp | 60.3%+2.2pp |
| Annual return | 15.08% | 26.44%-11.4pp | 24.27%-9.2pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,267 | $2,277-44.4% | $2,975-57.4% | $2,241-43.5% |
| Participant deferral / active EE | $2,319 | $4,241-45.3% | $5,107-54.6% | $3,767-38.5% |
| Admin fee / account holder | $7,618 | $3,368+126.2% | $12,068-36.9% | $2,969+156.6% |