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 | $47,842 | $61,058-21.6% | $71,209-32.8% | $85,563-44.1% |
| Participation rate | 29.9% | 58.6%-28.6pp | 73.8%-43.8pp | 66.0%-36.0pp |
| Annual return | 20.47% | 100.41%-79.9pp | 282.51%-262.0pp | 31.51%-11.0pp |
| Employer contribution / active EE | $397 | $2,199-81.9% | $2,721-85.4% | $2,654-85.0% |
| Participant deferral / active EE | $1,162 | $3,173-63.4% | $4,175-72.2% | $4,375-73.5% |
| Admin fee / account holder | $1,090 | $855+27.5% | $5,349-79.6% | $834+30.6% |