Filed October 29, 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 | $34,198 | $65,041-47.4% | $90,951-62.4% | $79,858-57.2% |
| Participation rate | 65.0% | 61.6%+3.4pp | 69.0%-4.0pp | 69.6%-4.6pp |
| Annual return | 12.75% | 30.45%-17.7pp | 134.60%-121.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $373 | $1,247-70.1% | $2,122-82.4% | $2,471-84.9% |
| Participant deferral / active EE | $1,724 | $2,512-31.4% | $3,373-48.9% | $3,740-53.9% |
| Admin fee / account holder | $1,892 | $4,536-58.3% | $5,959-68.3% | $5,306-64.3% |