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 | $59,946 | $140,940-57.5% | $112,229-46.6% | $139,434-57.0% |
| Participation rate | 63.2% | 79.2%-16.0pp | 72.4%-9.3pp | 80.3%-17.2pp |
| Annual return | 26.31% | 32.71%-6.4pp | 30.20%-3.9pp | 372.94%-346.6pp |
| Employer contribution / active EE | $2,396 | $4,283-44.1% | $3,430-30.1% | $4,751-49.6% |
| Participant deferral / active EE | $3,496 | $5,874-40.5% | $4,798-27.1% | $6,710-47.9% |
| Admin fee / account holder | $28,420 | $9,954+185.5% | $7,748+266.8% | $11,403+149.2% |