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 | $27,223 | $59,101-53.9% | $77,163-64.7% | $75,163-63.8% |
| Participation rate | 27.8% | 63.9%-36.0pp | 69.6%-41.7pp | 67.2%-39.3pp |
| Annual return | 19.76% | 26.71%-7.0pp | 37.87%-18.1pp | 160.62%-140.9pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,170 | $2,999-61.0% | $3,833-69.5% | $4,125-71.6% |
| Admin fee / account holder | $1,635 | $4,774-65.8% | $5,472-70.1% | $5,651-71.1% |