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 | $33,487 | $84,695-60.5% | $73,843-54.7% | $125,391-73.3% |
| Participation rate | 37.5% | 76.8%-39.3pp | 73.4%-35.9pp | 83.2%-45.7pp |
| Annual return | -0.41% | 3123.53%-3123.9pp | 2267.84%-2268.3pp | 282.22%-282.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,359 | $3,992-66.0% | $3,583-62.1% | $5,352-74.6% |
| Admin fee / account holder | $500 | $5,691-91.2% | $4,880-89.8% | $9,540-94.8% |