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 | $215,182 | $65,041+230.8% | $90,951+136.6% | $79,858+169.5% |
| Participation rate | 13.9% | 61.6%-47.7pp | 69.0%-55.1pp | 69.6%-55.7pp |
| Annual return | 14.69% | 30.45%-15.8pp | 134.60%-119.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $961 | $1,247-23.0% | $2,122-54.7% | $2,471-61.1% |
| Participant deferral / active EE | $2,557 | $2,512+1.8% | $3,373-24.2% | $3,740-31.6% |
| Admin fee / account holder | $2,402 | $4,536-47.1% | $5,959-59.7% | $5,306-54.7% |