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 | $25,986 | $69,515-62.6% | $86,874-70.1% | $85,850-69.7% |
| Participation rate | 33.3% | 66.3%-33.0pp | 71.6%-38.3pp | 69.3%-36.0pp |
| Annual return | 17.70% | 20.12%-2.4pp | 63.52%-45.8pp | 318.53%-300.8pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,198 | $2,919-58.9% | $3,699-67.6% | $3,952-69.7% |
| Admin fee / account holder | $1,183 | $5,972-80.2% | $5,828-79.7% | $6,260-81.1% |