Filed December 10, 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 | $45,222 | $32,117+40.8% | $71,086-36.4% | $64,186-29.5% |
| Participation rate | 23.9% | 42.7%-18.8pp | 54.7%-30.7pp | 69.6%-45.7pp |
| Annual return | 11.95% | -5.57%+17.5pp | 650.59%-638.6pp | 7.63%+4.3pp |
| Employer contribution / active EE | $380 | $712-46.7% | $1,088-65.1% | $2,381-84.0% |
| Participant deferral / active EE | $825 | $1,263-34.7% | $1,874-56.0% | $3,470-76.2% |
| Admin fee / account holder | $5,745 | $2,759+108.2% | $3,082+86.4% | $4,888+17.5% |