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 | $33,055 | $27,641+19.6% | $61,373-46.1% | $68,494-51.7% |
| Participation rate | 43.3% | 39.5%+3.8pp | 52.6%-9.2pp | 67.9%-24.6pp |
| Annual return | -12.71% | -13.24%+0.5pp | 338.61%-351.3pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $286 | $1,263-77.3% | $2,125-86.5% | $4,027-92.9% |
| Admin fee / account holder | $14,137 | $2,010+603.3% | $2,130+563.8% | $5,403+161.7% |