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 | $66,381 | $70,428-5.7% | $96,562-31.3% | $85,850-22.7% |
| Participation rate | 29.2% | 61.8%-32.6pp | 69.8%-40.6pp | 69.3%-40.1pp |
| Annual return | 13.17% | 18.59%-5.4pp | 37.78%-24.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,485 | $2,894-48.7% | $3,849-61.4% | $3,952-62.4% |
| Admin fee / account holder | $1,826 | $4,997-63.4% | $6,181-70.5% | $6,260-70.8% |