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 | $32,728 | $53,777-39.1% | $134,143-75.6% | $79,858-59.0% |
| Participation rate | 55.8% | 58.8%-3.0pp | 72.2%-16.4pp | 69.6%-13.8pp |
| Annual return | 11.72% | 19.01%-7.3pp | 36.33%-24.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,012 | $2,420-58.2% | $3,499-71.1% | $3,740-72.9% |
| Admin fee / account holder | $13,535 | $3,984+239.7% | $6,684+102.5% | $5,306+155.1% |