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 | $165,892 | $64,839+155.9% | $95,585+73.6% | $84,808+95.6% |
| Participation rate | 66.7% | 63.8%+2.8pp | 72.1%-5.4pp | 68.3%-1.6pp |
| Annual return | 21.38% | -670.96%+692.3pp | 38.56%-17.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,270 | $1,759-27.8% | $2,527-49.8% | $2,631-51.7% |
| Participant deferral / active EE | $6,234 | $2,965+110.3% | $4,023+55.0% | $4,212+48.0% |
| Admin fee / account holder | $3,347 | $5,964-43.9% | $6,127-45.4% | $7,344-54.4% |