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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,484 | $214,378+34.1% | $200,582+43.3% | $142,382+101.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 25.82% | 46.41%-20.6pp | 42.33%-16.5pp | 217.08%-191.3pp |
| Employer contribution / active EE | $27,584 | $6,841+303.2% | $6,419+329.7% | $4,299+541.6% |
| Participant deferral / active EE | $15,881 | $9,865+61.0% | $9,331+70.2% | $6,507+144.0% |
| Admin fee / account holder | $34,846 | $17,692+97.0% | $16,305+113.7% | $12,624+176.0% |