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 | $31,315 | $46,674-32.9% | $117,472-73.3% | $68,494-54.3% |
| Participation rate | 49.5% | 56.8%-7.3pp | 70.6%-21.1pp | 67.9%-18.4pp |
| Annual return | -15.41% | -14.52%-0.9pp | 29.74%-45.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $472 | $1,505-68.6% | $4,176-88.7% | $2,596-81.8% |
| Participant deferral / active EE | $1,319 | $2,636-50.0% | $4,070-67.6% | $4,027-67.2% |
| Admin fee / account holder | $1,871 | $4,020-53.4% | $5,645-66.8% | $5,403-65.4% |