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 | $52,242 | $53,777-2.9% | $134,143-61.1% | $79,858-34.6% |
| Participation rate | 64.3% | 58.8%+5.5pp | 72.2%-7.9pp | 69.6%-5.3pp |
| Annual return | 11.50% | 19.01%-7.5pp | 36.33%-24.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $904 | $1,321-31.6% | $3,704-75.6% | $2,471-63.4% |
| Participant deferral / active EE | $2,107 | $2,420-12.9% | $3,499-39.8% | $3,740-43.7% |
| Admin fee / account holder | $6,914 | $3,984+73.5% | $6,684+3.4% | $5,306+30.3% |