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 5-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 | $10,919 | $77,899-86.0% | $149,673-92.7% | $75,163-85.5% |
| Participation rate | 56.5% | 65.6%-9.1pp | 78.8%-22.2pp | 67.2%-10.7pp |
| Annual return | 13.90% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $857 | $3,137-72.7% | $4,818-82.2% | $2,670-67.9% |
| Participant deferral / active EE | $2,048 | $3,411-40.0% | $5,680-63.9% | $4,125-50.3% |
| Admin fee / account holder | $815 | $5,956-86.3% | $13,210-93.8% | $5,651-85.6% |