Filed October 19, 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 | $33,030 | $43,723-24.5% | $121,196-72.7% | $64,186-48.5% |
| Participation rate | 61.5% | 58.3%+3.1pp | 71.7%-10.3pp | 69.6%-8.1pp |
| Annual return | -5.36% | 68.91%-74.3pp | 16.93%-22.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $557 | $1,296-57.0% | $4,022-86.1% | $2,381-76.6% |
| Participant deferral / active EE | $1,181 | $2,280-48.2% | $3,344-64.7% | $3,470-66.0% |
| Admin fee / account holder | $1,340 | $3,501-61.7% | $5,019-73.3% | $4,888-72.6% |