Filed October 22, 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 | $103,166 | $57,281+80.1% | $86,612+19.1% | $75,163+37.3% |
| Participation rate | 63.1% | 63.2%-0.1pp | 71.7%-8.6pp | 67.2%-4.1pp |
| Annual return | 17.62% | 2670.75%-2653.1pp | 591.07%-573.4pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,923 | $2,314-16.9% | $3,022-36.4% | $2,670-28.0% |
| Participant deferral / active EE | $4,798 | $3,318+44.6% | $4,438+8.1% | $4,125+16.3% |
| Admin fee / account holder | $8,706 | $4,112+111.7% | $5,614+55.1% | $5,651+54.1% |