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 | $112,696 | $58,208+93.6% | $81,812+37.8% | $80,856+39.4% |
| Participation rate | 60.4% | 63.4%-3.0pp | 72.3%-11.9pp | 67.6%-7.2pp |
| Annual return | 12.80% | 41.66%-28.9pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,579 | $2,340-32.5% | $2,912-45.8% | $2,755-42.7% |
| Participant deferral / active EE | $4,712 | $3,281+43.6% | $4,319+9.1% | $4,296+9.7% |
| Admin fee / account holder | $6,643 | $4,981+33.4% | $7,386-10.1% | $6,918-4.0% |