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 | $126,421 | $73,867+71.1% | $143,757-12.1% | $68,494+84.6% |
| Participation rate | 29.2% | 66.7%-37.5pp | 80.3%-51.1pp | 67.9%-38.7pp |
| Annual return | -19.32% | 1.01%-20.3pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,523 | $3,384-25.5% | $5,637-55.2% | $4,027-37.3% |
| Admin fee / account holder | $13,144 | $5,755+128.4% | $14,673-10.4% | $5,403+143.3% |