Filed December 29, 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 | $97,956 | $154,117-36.4% | $129,995-24.6% | $139,434-29.7% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 18.82% | 32.48%-13.7pp | -137.18%+156.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,061 | $5,289-61.0% | $4,320-52.3% | $4,751-56.6% |
| Participant deferral / active EE | $6,919 | $6,710+3.1% | $5,820+18.9% | $6,710+3.1% |
| Admin fee / account holder | $65,078 | $14,007+364.6% | $10,614+513.1% | $11,403+470.7% |