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 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 | $222,163 | $85,766+159.0% | $136,294+63.0% | $70,131+216.8% |
| Participation rate | 65.8% | 74.2%-8.4pp | 81.9%-16.1pp | 69.5%-3.8pp |
| Annual return | 15.11% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,258 | $2,966-23.9% | $4,695-51.9% | $2,342-3.6% |
| Participant deferral / active EE | $5,860 | $5,051+16.0% | $6,247-6.2% | $3,332+75.9% |
| Admin fee / account holder | $20,062 | $5,420+270.1% | $9,243+117.0% | $4,645+331.9% |