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 | $21,995 | $54,229-59.4% | $70,092-68.6% | $68,494-67.9% |
| Participation rate | 29.6% | 64.5%-34.9pp | 70.5%-40.9pp | 67.9%-38.3pp |
| Annual return | -13.39% | -13.87%+0.5pp | 190.73%-204.1pp | -7.84%-5.5pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,136 | $2,956-61.6% | $3,849-70.5% | $4,027-71.8% |
| Admin fee / account holder | $4,542 | $4,694-3.2% | $6,267-27.5% | $5,403-15.9% |