Filed November 12, 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 | $146,286 | $137,414+6.5% | $189,513-22.8% | $85,850+70.4% |
| Participation rate | 65.6% | 84.6%-19.0pp | 87.8%-22.2pp | 69.3%-3.7pp |
| Annual return | 16.75% | 38.14%-21.4pp | 555.15%-538.4pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,609 | $4,344-63.0% | $6,162-73.9% | $2,565-37.3% |
| Participant deferral / active EE | $3,907 | $6,260-37.6% | $8,221-52.5% | $3,952-1.1% |
| Admin fee / account holder | $2,086 | $8,630-75.8% | $12,045-82.7% | $6,260-66.7% |