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 | $44,862 | $48,335-7.2% | $121,098-63.0% | $71,457-37.2% |
| Participation rate | 49.1% | 54.3%-5.2pp | 69.5%-20.4pp | 67.9%-18.9pp |
| Annual return | 14.99% | 23.32%-8.3pp | 985.75%-970.8pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,261 | $1,489-15.3% | $4,164-69.7% | $2,588-51.3% |
| Participant deferral / active EE | $2,594 | $2,754-5.8% | $4,080-36.4% | $4,289-39.5% |
| Admin fee / account holder | $7,673 | $1,841+316.9% | $5,644+35.9% | $1,587+383.4% |