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 | $78,733 | $102,966-23.5% | $90,281-12.8% | $152,861-48.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 14.53% | 95.16%-80.6pp | 78.10%-63.6pp | 345.32%-330.8pp |
| Employer contribution / active EE | $3,552 | $3,139+13.2% | $2,854+24.4% | $4,762-25.4% |
| Participant deferral / active EE | $4,196 | $4,281-2.0% | $3,885+8.0% | $5,850-28.3% |
| Admin fee / account holder | $3,368 | $6,171-45.4% | $5,351-37.1% | $11,596-71.0% |