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 | $113,932 | $102,604+11.0% | $86,188+32.2% | $139,434-18.3% |
| Participation rate | 57.9% | 74.5%-16.6pp | 69.0%-11.1pp | 80.3%-22.4pp |
| Annual return | 16.57% | 1922.51%-1905.9pp | 1168.45%-1151.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,308 | $3,032+9.1% | $2,380+39.0% | $4,751-30.4% |
| Participant deferral / active EE | $7,233 | $4,676+54.7% | $3,985+81.5% | $6,710+7.8% |
| Admin fee / account holder | $4,273 | $8,657-50.6% | $6,852-37.6% | $11,403-62.5% |