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 | $158,483 | $58,512+170.9% | $84,015+88.6% | $72,985+117.1% |
| Participation rate | 20.7% | 61.2%-40.5pp | 69.0%-48.3pp | 69.5%-48.8pp |
| Annual return | 19.45% | 28.93%-9.5pp | 71.31%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $977 | $1,163-16.0% | $1,983-50.7% | $2,440-60.0% |
| Participant deferral / active EE | $2,957 | $2,394+23.5% | $3,239-8.7% | $3,607-18.0% |
| Admin fee / account holder | $1,402 | $4,569-69.3% | $6,101-77.0% | $5,124-72.6% |