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 | $32,767 | $142,344-77.0% | $119,609-72.6% | $134,475-75.6% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -17.81% | -12.44%-5.4pp | -14.97%-2.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,446 | $5,222-53.2% | $4,232-42.2% | $4,740-48.4% |
| Participant deferral / active EE | $3,443 | $6,469-46.8% | $5,602-38.5% | $6,400-46.2% |
| Admin fee / account holder | $972 | $13,584-92.8% | $10,323-90.6% | $11,426-91.5% |