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 | $40,395 | $32,117+25.8% | $71,086-43.2% | $64,186-37.1% |
| Participation rate | 54.8% | 42.7%+12.1pp | 54.7%+0.1pp | 69.6%-14.8pp |
| Annual return | -7.92% | -5.57%-2.4pp | 650.59%-658.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $724 | $712+1.6% | $1,088-33.4% | $2,381-69.6% |
| Participant deferral / active EE | $919 | $1,263-27.2% | $1,874-50.9% | $3,470-73.5% |
| Admin fee / account holder | $1,094 | $2,759-60.3% | $3,082-64.5% | $4,888-77.6% |