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 | $42,371 | $61,052-30.6% | $142,863-70.3% | $79,386-46.6% |
| Participation rate | 45.0% | 60.1%-15.2pp | 71.9%-27.0pp | 70.7%-25.8pp |
| Annual return | 13.74% | 16.02%-2.3pp | 5637.54%-5623.8pp | 116.85%-103.1pp |
| Employer contribution / active EE | $998 | $1,481-32.6% | $4,144-75.9% | $2,427-58.9% |
| Participant deferral / active EE | $2,393 | $2,879-16.9% | $3,837-37.6% | $4,046-40.9% |
| Admin fee / account holder | $9,250 | $659+1303.0% | $6,560+41.0% | $626+1376.7% |