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 | $64,032 | $137,414-53.4% | $189,513-66.2% | $85,850-25.4% |
| Participation rate | 65.8% | 84.6%-18.8pp | 87.8%-22.0pp | 69.3%-3.5pp |
| Annual return | 16.04% | 38.14%-22.1pp | 555.15%-539.1pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,768 | $4,344-59.3% | $6,162-71.3% | $2,565-31.1% |
| Participant deferral / active EE | $3,831 | $6,260-38.8% | $8,221-53.4% | $3,952-3.1% |
| Admin fee / account holder | $57,923 | $8,630+571.2% | $12,045+380.9% | $6,260+825.3% |