Filed October 18, 2004 (most recent of 3 filings on file)
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 | $102,823 | $50,958+101.8% | $74,550+37.9% | $64,186+60.2% |
| Participation rate | 24.2% | 61.1%-36.8pp | 69.1%-44.9pp | 69.6%-45.3pp |
| Annual return | -6.60% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $836 | $1,115-25.0% | $1,961-57.4% | $2,381-64.9% |
| Participant deferral / active EE | $2,884 | $2,301+25.3% | $3,108-7.2% | $3,470-16.9% |
| Admin fee / account holder | $5,889 | $4,223+39.5% | $5,060+16.4% | $4,888+20.5% |