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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $596,706 | $45,152+1221.6% | $73,843+708.1% | $59,632+900.6% |
| Participation rate | 0.0% | 64.0%-64.0pp | 73.4%-73.4pp | 68.7%-68.7pp |
| Annual return | 3.43% | 27.40%-24.0pp | 2267.84%-2264.4pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $14,644 | $1,902+670.0% | $2,787+425.4% | $2,203+564.8% |
| Participant deferral / active EE | $11,542 | $2,574+348.4% | $3,583+222.1% | $3,192+261.6% |
| Admin fee / account holder | $57,538 | $3,516+1536.4% | $4,880+1079.0% | $4,297+1239.0% |