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 | $42,348 | $53,053-20.2% | $126,539-66.5% | $74,304-43.0% |
| Participation rate | 63.1% | 48.0%+15.1pp | 69.8%-6.7pp | 60.3%+2.8pp |
| Annual return | 16.19% | 29.46%-13.3pp | 425.95%-409.8pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,525 | $1,168+30.6% | $3,674-58.5% | $2,241-32.0% |
| Participant deferral / active EE | $2,416 | $2,303+4.9% | $4,083-40.8% | $3,767-35.9% |
| Admin fee / account holder | $1,978 | $3,698-46.5% | $6,065-67.4% | $2,969-33.4% |