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 | $134,593 | $61,774+117.9% | $97,226+38.4% | $80,856+66.5% |
| Participation rate | 63.8% | 63.5%+0.3pp | 72.7%-8.9pp | 67.6%-3.8pp |
| Annual return | 17.77% | -557.90%+575.7pp | 75.13%-57.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,040 | $1,837-43.4% | $2,729-61.9% | $2,755-62.3% |
| Participant deferral / active EE | $4,671 | $3,029+54.2% | $4,264+9.6% | $4,296+8.7% |
| Admin fee / account holder | $27,292 | $5,166+428.3% | $5,654+382.7% | $6,918+294.5% |