Filed December 2, 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 | $31,936 | $49,173-35.1% | $121,098-73.6% | $75,163-57.5% |
| Participation rate | 57.3% | 55.4%+1.9pp | 69.5%-12.2pp | 67.2%-9.9pp |
| Annual return | 14.28% | 55.99%-41.7pp | 985.75%-971.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $959 | $1,546-37.9% | $4,164-77.0% | $2,670-64.1% |
| Participant deferral / active EE | $1,833 | $2,628-30.2% | $4,080-55.1% | $4,125-55.6% |
| Admin fee / account holder | $11,762 | $3,942+198.4% | $5,644+108.4% | $5,651+108.1% |