Filed October 28, 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 | $72,933 | $39,122+86.4% | $57,179+27.6% | $62,891+16.0% |
| Participation rate | 60.6% | 70.5%-9.9pp | 75.3%-14.7pp | 69.3%-8.7pp |
| Annual return | 6.46% | 9.23%-2.8pp | 14.59%-8.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,347 | $2,374+83.1% | $3,096+40.4% | $3,203+35.7% |
| Admin fee / account holder | $2,981 | $2,592+15.0% | $3,139-5.0% | $4,296-30.6% |