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 | $111,967 | $107,334+4.3% | $92,893+20.5% | $152,861-26.8% |
| Participation rate | 68.4% | 79.8%-11.4pp | 76.0%-7.6pp | 82.4%-14.0pp |
| Annual return | 18.63% | 145.58%-127.0pp | 109.41%-90.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,618 | $4,221-61.7% | $3,653-55.7% | $4,762-66.0% |
| Participant deferral / active EE | $2,672 | $4,845-44.8% | $4,236-36.9% | $5,850-54.3% |
| Admin fee / account holder | $311 | $7,079-95.6% | $5,794-94.6% | $11,596-97.3% |