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 | $66,004 | $41,377+59.5% | $109,313-39.6% | $62,891+4.9% |
| Participation rate | 24.6% | 57.5%-32.9pp | 71.3%-46.6pp | 69.3%-44.7pp |
| Annual return | 8.40% | 11.05%-2.6pp | 22.07%-13.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $404 | $1,276-68.3% | $3,892-89.6% | $2,281-82.3% |
| Participant deferral / active EE | $1,109 | $2,045-45.8% | $3,166-65.0% | $3,203-65.4% |
| Admin fee / account holder | $1,646 | $2,884-42.9% | $5,666-71.0% | $4,296-61.7% |