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 | $79,547 | $129,942-38.8% | $104,294-23.7% | $134,475-40.8% |
| Participation rate | 42.9% | 79.5%-36.7pp | 73.3%-30.4pp | 81.2%-38.4pp |
| Annual return | -15.41% | 42.03%-57.4pp | 24.61%-40.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,812 | $4,184-56.7% | $3,372-46.3% | $4,740-61.8% |
| Participant deferral / active EE | $2,941 | $5,588-47.4% | $4,625-36.4% | $6,400-54.0% |
| Admin fee / account holder | $590 | $9,323-93.7% | $7,339-92.0% | $11,426-94.8% |