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 | $115,464 | $53,162+117.2% | $91,220+26.6% | $68,494+68.6% |
| Participation rate | 66.3% | 63.2%+3.0pp | 73.2%-6.9pp | 67.9%-1.6pp |
| Annual return | -18.11% | -3.14%-15.0pp | 114.01%-132.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,058 | $1,709-38.1% | $2,850-62.9% | $2,596-59.2% |
| Participant deferral / active EE | $4,745 | $2,974+59.6% | $4,234+12.1% | $4,027+17.8% |
| Admin fee / account holder | $9,249 | $4,493+105.8% | $5,420+70.7% | $5,403+71.2% |