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 | $48,665 | $46,674+4.3% | $117,472-58.6% | $68,494-28.9% |
| Participation rate | 53.7% | 56.8%-3.1pp | 70.6%-16.9pp | 67.9%-14.2pp |
| Annual return | -14.05% | -14.52%+0.5pp | 29.74%-43.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,146 | $1,505-23.9% | $4,176-72.6% | $2,596-55.9% |
| Participant deferral / active EE | $1,782 | $2,636-32.4% | $4,070-56.2% | $4,027-55.7% |
| Admin fee / account holder | $8,861 | $4,020+120.4% | $5,645+57.0% | $5,403+64.0% |