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 | $100,013 | $71,050+40.8% | $93,606+6.8% | $80,856+23.7% |
| Participation rate | 22.7% | 60.4%-37.7pp | 68.7%-46.1pp | 67.6%-45.0pp |
| Annual return | 14.78% | 11.26%+3.5pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,721 | $4,034-57.3% | $4,411-61.0% | $4,296-59.9% |
| Admin fee / account holder | $5,888 | $6,945-15.2% | $8,285-28.9% | $6,918-14.9% |