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 | $133,859 | $51,315+160.9% | $95,745+39.8% | $71,457+87.3% |
| Participation rate | 54.8% | 63.0%-8.2pp | 72.3%-17.5pp | 67.9%-13.1pp |
| Annual return | 18.86% | 25.26%-6.4pp | 28.35%-9.5pp | 28.85%-10.0pp |
| Employer contribution / active EE | $899 | $1,819-50.6% | $2,835-68.3% | $2,588-65.3% |
| Participant deferral / active EE | $3,917 | $3,358+16.6% | $4,245-7.7% | $4,289-8.7% |
| Admin fee / account holder | $9,836 | $1,137+765.1% | $5,678+73.2% | $1,587+519.6% |