Filed November 17, 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 | $35,979 | $53,777-33.1% | $134,143-73.2% | $79,858-54.9% |
| Participation rate | 49.0% | 58.8%-9.8pp | 72.2%-23.2pp | 69.6%-20.7pp |
| Annual return | 22.72% | 19.01%+3.7pp | 36.33%-13.6pp | 31.71%-9.0pp |
| Employer contribution / active EE | $969 | $1,321-26.6% | $3,704-73.8% | $2,471-60.8% |
| Participant deferral / active EE | $1,939 | $2,420-19.9% | $3,499-44.6% | $3,740-48.2% |
| Admin fee / account holder | $2,059 | $3,984-48.3% | $6,684-69.2% | $5,306-61.2% |