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 | $72,872 | $27,641+163.6% | $61,373+18.7% | $68,494+6.4% |
| Participation rate | 54.3% | 39.5%+14.9pp | 52.6%+1.8pp | 67.9%-13.5pp |
| Annual return | -16.52% | -13.24%-3.3pp | 338.61%-355.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,215 | $695+74.7% | $1,159+4.8% | $2,596-53.2% |
| Participant deferral / active EE | $2,276 | $1,263+80.2% | $2,125+7.1% | $4,027-43.5% |
| Admin fee / account holder | $2,313 | $2,010+15.1% | $2,130+8.6% | $5,403-57.2% |