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 | $180,621 | $181,894-0.7% | $156,549+15.4% | $273,961-34.1% |
| Participation rate | 35.3% | 88.4%-53.1pp | 84.0%-48.7pp | 83.0%-47.7pp |
| Annual return | 7.83% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,410 | $6,248-61.4% | $5,501-56.2% | $4,869-50.5% |
| Participant deferral / active EE | $5,089 | $5,550-8.3% | $4,871+4.5% | $5,287-3.7% |
| Admin fee / account holder | $26,089 | $15,559+67.7% | $13,027+100.3% | $10,132+157.5% |