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 | $32,803 | $105,630-68.9% | $87,507-62.5% | $273,961-88.0% |
| Participation rate | 68.2% | 78.2%-10.0pp | 73.8%-5.7pp | 83.0%-14.8pp |
| Annual return | 4.39% | 12.25%-7.9pp | 12.21%-7.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $886 | $3,141-71.8% | $2,550-65.2% | $4,869-81.8% |
| Participant deferral / active EE | $1,848 | $3,601-48.7% | $3,149-41.3% | $5,287-65.0% |
| Admin fee / account holder | $371 | $4,781-92.2% | $4,221-91.2% | $10,132-96.3% |