Filed October 19, 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 | $228,534 | $35,183+549.6% | $73,545+210.7% | $70,131+225.9% |
| Participation rate | 6.3% | 42.9%-36.7pp | 54.9%-48.7pp | 69.5%-63.3pp |
| Annual return | 16.92% | 26.90%-10.0pp | -15.16%+32.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $449 | $709-36.7% | $1,219-63.2% | $2,342-80.8% |
| Participant deferral / active EE | $894 | $1,220-26.7% | $1,806-50.5% | $3,332-73.2% |
| Admin fee / account holder | $2,297 | $2,302-0.2% | $2,320-1.0% | $4,645-50.6% |