Filed October 18, 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 | $54,401 | $55,449-1.9% | $83,848-35.1% | $56,287-3.4% |
| Participation rate | 46.1% | 68.0%-21.9pp | 76.1%-30.1pp | 69.9%-23.8pp |
| Annual return | -4.67% | -1.38%-3.3pp | 850.88%-855.5pp | -9.96%+5.3pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,074 | $2,935-29.4% | $4,082-49.2% | $3,350-38.1% |
| Admin fee / account holder | $11,649 | $656+1675.9% | $5,478+112.7% | $521+2136.2% |