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 | $41,340 | $43,723-5.5% | $121,196-65.9% | $64,186-35.6% |
| Participation rate | 45.5% | 58.3%-12.9pp | 71.7%-26.3pp | 69.6%-24.1pp |
| Annual return | -1.96% | 68.91%-70.9pp | 16.93%-18.9pp | 7.63%-9.6pp |
| Employer contribution / active EE | $873 | $1,296-32.7% | $4,022-78.3% | $2,381-63.3% |
| Participant deferral / active EE | $1,234 | $2,280-45.9% | $3,344-63.1% | $3,470-64.4% |
| Admin fee / account holder | $4,361 | $3,501+24.6% | $5,019-13.1% | $4,888-10.8% |