Filed October 20, 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 | $115,112 | $63,861+80.3% | $104,607+10.0% | $79,858+44.1% |
| Participation rate | 68.6% | 64.9%+3.7pp | 74.1%-5.5pp | 69.6%-1.0pp |
| Annual return | 17.80% | 21.30%-3.5pp | 340.46%-322.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,016 | $1,588-36.0% | $2,681-62.1% | $2,471-58.9% |
| Participant deferral / active EE | $4,533 | $2,693+68.3% | $3,740+21.2% | $3,740+21.2% |
| Admin fee / account holder | $4,639 | $4,185+10.8% | $6,473-28.3% | $5,306-12.6% |