Filed October 22, 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 | $89,848 | $39,122+129.7% | $57,179+57.1% | $62,891+42.9% |
| Participation rate | 68.2% | 70.5%-2.3pp | 75.3%-7.2pp | 69.3%-1.1pp |
| Annual return | 6.20% | 9.23%-3.0pp | 14.59%-8.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,835 | $1,874+51.3% | $2,682+5.7% | $2,281+24.3% |
| Participant deferral / active EE | $3,688 | $2,374+55.4% | $3,096+19.1% | $3,203+15.1% |
| Admin fee / account holder | $6,215 | $2,592+139.8% | $3,139+98.0% | $4,296+44.7% |