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 | $45,609 | $169,032-73.0% | $129,207-64.7% | $145,922-68.7% |
| Participation rate | 59.1% | 76.4%-17.4pp | 69.6%-10.5pp | 80.3%-21.2pp |
| Annual return | 12.17% | 14330.11%-14317.9pp | 9417.33%-9405.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,401 | $5,537-38.6% | $4,153-18.1% | $4,660-27.0% |
| Participant deferral / active EE | $5,619 | $4,987+12.7% | $4,168+34.8% | $6,688-16.0% |
| Admin fee / account holder | $1,953 | $9,954-80.4% | $7,715-74.7% | $13,397-85.4% |