Filed November 7, 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 | $32,520 | $48,050-32.3% | $85,969-62.2% | $59,632-45.5% |
| Participation rate | 33.8% | 64.5%-30.7pp | 76.5%-42.8pp | 68.7%-34.9pp |
| Annual return | 1.33% | 0.29%+1.0pp | 9.32%-8.0pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,184 | $2,249-47.4% | $3,829-69.1% | $3,192-62.9% |
| Admin fee / account holder | $2,266 | $3,206-29.3% | $6,053-62.6% | $4,297-47.3% |