Filed October 18, 2004 (most recent of 2 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 9-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 | $46,343 | $58,828-21.2% | $77,999-40.6% | $62,891-26.3% |
| Participation rate | 40.0% | 71.1%-31.1pp | 75.5%-35.5pp | 69.3%-29.3pp |
| Annual return | 9.55% | 17.16%-7.6pp | 425.96%-416.4pp | 20.14%-10.6pp |
| Employer contribution / active EE | $366 | $1,672-78.1% | $2,470-85.2% | $2,281-84.0% |
| Participant deferral / active EE | $1,462 | $2,686-45.6% | $3,497-58.2% | $3,203-54.4% |
| Admin fee / account holder | $350 | $4,393-92.0% | $5,480-93.6% | $4,296-91.9% |