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 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 | $101,967 | $51,576+97.7% | $129,207-21.1% | $80,856+26.1% |
| Participation rate | 38.0% | 57.0%-19.0pp | 69.6%-31.6pp | 67.6%-29.6pp |
| Annual return | 14.81% | 20.81%-6.0pp | 9417.33%-9402.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,162 | $1,584-26.7% | $4,153-72.0% | $2,755-57.8% |
| Participant deferral / active EE | $2,833 | $2,669+6.1% | $4,168-32.0% | $4,296-34.1% |
| Admin fee / account holder | $91,688 | $4,305+2029.8% | $7,715+1088.5% | $6,918+1225.4% |