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 | $54,588 | $37,426+45.9% | $77,482-29.5% | $79,858-31.6% |
| Participation rate | 50.0% | 41.5%+8.5pp | 54.2%-4.2pp | 69.6%-19.6pp |
| Annual return | 10.62% | 39.70%-29.1pp | 54.79%-44.2pp | 31.71%-21.1pp |
| Employer contribution / active EE | $674 | $637+5.9% | $986-31.6% | $2,471-72.7% |
| Participant deferral / active EE | $855 | $1,260-32.1% | $1,861-54.0% | $3,740-77.1% |
| Admin fee / account holder | $2,375 | $2,504-5.2% | $2,858-16.9% | $5,306-55.2% |