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 | $67,016 | $29,548+126.8% | $56,411+18.8% | $77,643-13.7% |
| Participation rate | 18.6% | 32.7%-14.0pp | 52.5%-33.8pp | 70.6%-51.9pp |
| Annual return | 12.07% | 19.01%-6.9pp | 1701.33%-1689.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $262 | $568-53.9% | $1,039-74.8% | $2,726-90.4% |
| Participant deferral / active EE | $677 | $1,061-36.2% | $1,952-65.3% | $4,647-85.4% |
| Admin fee / account holder | $2,159 | $1,046+106.4% | $2,829-23.7% | $430+401.6% |