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 | $38,644 | $41,377-6.6% | $109,313-64.6% | $62,891-38.6% |
| Participation rate | 40.0% | 57.5%-17.5pp | 71.3%-31.3pp | 69.3%-29.3pp |
| Annual return | 5.04% | 11.05%-6.0pp | 22.07%-17.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $736 | $1,276-42.3% | $3,892-81.1% | $2,281-67.7% |
| Participant deferral / active EE | $951 | $2,045-53.5% | $3,166-70.0% | $3,203-70.3% |
| Admin fee / account holder | $8,549 | $2,884+196.5% | $5,666+50.9% | $4,296+99.0% |