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 | $138,453 | $138,044+0.3% | $125,339+10.5% | $134,475+3.0% |
| Participation rate | 43.5% | 84.5%-41.0pp | 82.4%-38.9pp | 81.2%-37.7pp |
| Annual return | -7.67% | 750.33%-758.0pp | 572.05%-579.7pp | 417.96%-425.6pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,179 | $7,799-46.4% | $7,446-43.9% | $6,400-34.7% |
| Admin fee / account holder | $16,817 | $11,571+45.3% | $10,010+68.0% | $11,426+47.2% |