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 | $93,312 | $77,634+20.2% | $156,549-40.4% | $62,891+48.4% |
| Participation rate | 60.0% | 71.2%-11.2pp | 84.0%-24.0pp | 69.3%-9.3pp |
| Annual return | 4.99% | 50.32%-45.3pp | 32.23%-27.2pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,562 | $3,444-54.6% | $5,501-71.6% | $2,281-31.5% |
| Participant deferral / active EE | $2,584 | $3,045-15.2% | $4,871-47.0% | $3,203-19.3% |
| Admin fee / account holder | $931 | $5,561-83.3% | $13,027-92.9% | $4,296-78.3% |