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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $148,030 | $85,515+73.1% | $112,040+32.1% | $67,986+117.7% |
| Participation rate | 56.6% | 68.2%-11.6pp | 76.5%-19.9pp | 57.2%-0.6pp |
| Annual return | 15.84% | 29.68%-13.8pp | 24.52%-8.7pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,700 | $2,191-22.4% | $2,954-42.5% | $2,019-15.8% |
| Participant deferral / active EE | $4,410 | $4,014+9.9% | $5,098-13.5% | $3,358+31.3% |
| Admin fee / account holder | $7,300 | $3,774+93.5% | $12,098-39.7% | $3,203+127.9% |