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 | $48,441 | $64,480-24.9% | $81,382-40.5% | $80,856-40.1% |
| Participation rate | 24.7% | 63.9%-39.2pp | 69.5%-44.8pp | 67.6%-43.0pp |
| Annual return | 11.30% | 16.34%-5.0pp | 24.73%-13.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,202 | $3,094-61.1% | $3,883-69.0% | $4,296-72.0% |
| Admin fee / account holder | $6,849 | $5,671+20.8% | $5,768+18.7% | $6,918-1.0% |