Filed October 19, 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 3-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 | $66,722 | $77,314-13.7% | $177,989-62.5% | $80,856-17.5% |
| Participation rate | 45.5% | 65.7%-20.2pp | 77.1%-31.6pp | 67.6%-22.2pp |
| Annual return | 12.24% | 18.09%-5.8pp | 294.48%-282.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,154 | $2,292-49.6% | $3,949-70.8% | $2,755-58.1% |
| Participant deferral / active EE | $1,587 | $4,411-64.0% | $6,276-74.7% | $4,296-63.0% |
| Admin fee / account holder | $754 | $7,191-89.5% | $10,363-92.7% | $6,918-89.1% |