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 | $150,682 | $70,428+114.0% | $96,562+56.0% | $85,850+75.5% |
| Participation rate | 41.4% | 61.8%-20.4pp | 69.8%-28.4pp | 69.3%-27.9pp |
| Annual return | 17.92% | 18.59%-0.7pp | 37.78%-19.9pp | 318.53%-300.6pp |
| Employer contribution / active EE | $632 | $1,413-55.2% | $2,356-73.2% | $2,565-75.3% |
| Participant deferral / active EE | $3,861 | $2,894+33.4% | $3,849+0.3% | $3,952-2.3% |
| Admin fee / account holder | $1,613 | $4,997-67.7% | $6,181-73.9% | $6,260-74.2% |