Filed October 20, 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 | $29,760 | $39,122-23.9% | $57,179-48.0% | $62,891-52.7% |
| Participation rate | 46.0% | 70.5%-24.5pp | 75.3%-29.3pp | 69.3%-23.3pp |
| Annual return | 5.97% | 9.23%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,454 | $1,874-22.4% | $2,682-45.8% | $2,281-36.3% |
| Participant deferral / active EE | $3,288 | $2,374+38.5% | $3,096+6.2% | $3,203+2.7% |
| Admin fee / account holder | $564 | $2,592-78.2% | $3,139-82.0% | $4,296-86.9% |