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 | $82,524 | $54,541+51.3% | $78,778+4.8% | $70,131+17.7% |
| Participation rate | 52.2% | 60.8%-8.6pp | 69.2%-17.0pp | 69.5%-17.3pp |
| Annual return | 17.94% | 21.07%-3.1pp | 35.62%-17.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,020 | $1,089+85.6% | $1,986+1.7% | $2,342-13.7% |
| Participant deferral / active EE | $1,070 | $2,210-51.6% | $2,958-63.8% | $3,332-67.9% |
| Admin fee / account holder | $10,823 | $3,709+191.8% | $5,134+110.8% | $4,645+133.0% |