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 | $44,003 | $34,308+28.3% | $74,701-41.1% | $72,985-39.7% |
| Participation rate | 55.8% | 42.4%+13.4pp | 54.5%+1.4pp | 69.5%-13.7pp |
| Annual return | 18.05% | 26.58%-8.5pp | 752.92%-734.9pp | 81.00%-63.0pp |
| Employer contribution / active EE | $711 | $692+2.7% | $1,084-34.4% | $2,440-70.9% |
| Participant deferral / active EE | $887 | $1,271-30.2% | $1,964-54.8% | $3,607-75.4% |
| Admin fee / account holder | $9,545 | $2,124+349.3% | $3,333+186.4% | $5,124+86.3% |