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 | $103,223 | $68,719+50.2% | $91,541+12.8% | $84,808+21.7% |
| Participation rate | 43.1% | 64.5%-21.5pp | 69.8%-26.7pp | 68.3%-25.3pp |
| Annual return | 15.00% | 19.12%-4.1pp | 20.50%-5.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,732 | $1,920-9.8% | $2,505-30.8% | $2,631-34.2% |
| Participant deferral / active EE | $2,106 | $3,136-32.9% | $4,008-47.5% | $4,212-50.0% |
| Admin fee / account holder | $16,175 | $5,786+179.5% | $6,956+132.5% | $7,344+120.3% |