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 | $66,278 | $58,851+12.6% | $115,157-42.4% | $72,985-9.2% |
| Participation rate | 60.7% | 65.5%-4.8pp | 75.9%-15.2pp | 69.5%-8.8pp |
| Annual return | 20.83% | 23.16%-2.3pp | 35.60%-14.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,994 | $1,798+10.9% | $3,179-37.3% | $2,440-18.3% |
| Participant deferral / active EE | $2,405 | $2,643-9.0% | $4,168-42.3% | $3,607-33.3% |
| Admin fee / account holder | $1,626 | $6,370-74.5% | $7,088-77.1% | $5,124-68.3% |