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 | $80,140 | $30,588+162.0% | $53,898+48.7% | $85,563-6.3% |
| Participation rate | 19.4% | 26.3%-6.9pp | 55.0%-35.5pp | 66.0%-46.5pp |
| Annual return | 14.37% | 50.42%-36.0pp | 528.60%-514.2pp | 31.51%-17.1pp |
| Employer contribution / active EE | $249 | $436-42.8% | $932-73.2% | $2,654-90.6% |
| Participant deferral / active EE | $631 | $848-25.5% | $1,826-65.4% | $4,375-85.6% |
| Admin fee / account holder | $4,115 | $1,879+119.0% | $2,491+65.2% | $834+393.3% |