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 | $148,030 | $87,870+68.5% | $113,168+30.8% | $74,304+99.2% |
| Participation rate | 56.6% | 70.7%-14.1pp | 76.6%-19.9pp | 60.3%-3.7pp |
| Annual return | 15.84% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,700 | $2,277-25.4% | $2,975-42.9% | $2,241-24.2% |
| Participant deferral / active EE | $4,410 | $4,241+4.0% | $5,107-13.6% | $3,767+17.1% |
| Admin fee / account holder | $7,300 | $3,368+116.7% | $12,068-39.5% | $2,969+145.9% |