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 | $153,057 | $84,233+81.7% | $170,442-10.2% | $70,131+118.2% |
| Participation rate | 68.2% | 70.8%-2.6pp | 83.6%-15.4pp | 69.5%-1.3pp |
| Annual return | 15.02% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $6,567 | $3,387+93.9% | $5,433+20.9% | $2,342+180.4% |
| Participant deferral / active EE | $5,332 | $3,086+72.8% | $4,939+8.0% | $3,332+60.0% |
| Admin fee / account holder | $31,899 | $5,698+459.8% | $13,880+129.8% | $4,645+586.7% |