Filed November 23, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $121,519 | $149,040-18.5% | $120,225+1.1% | $137,256-11.5% |
| Participation rate | 45.0% | 75.4%-30.4pp | 69.6%-24.6pp | 80.0%-35.0pp |
| Annual return | 13.07% | 605.68%-592.6pp | 439.23%-426.2pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,449 | $4,655-25.9% | $3,999-13.8% | $6,407-46.2% |
| Admin fee / account holder | $2,739 | $6,348-56.8% | $5,696-51.9% | $12,270-77.7% |