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 | $110,983 | $60,892+82.3% | $82,389+34.7% | $84,808+30.9% |
| Participation rate | 27.6% | 63.3%-35.7pp | 69.5%-42.0pp | 68.3%-40.7pp |
| Annual return | 16.07% | 37.29%-21.2pp | 28.67%-12.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $870 | $1,779-51.1% | $2,517-65.4% | $2,631-66.9% |
| Participant deferral / active EE | $3,800 | $3,179+19.6% | $4,155-8.5% | $4,212-9.8% |
| Admin fee / account holder | $5,889 | $5,467+7.7% | $7,231-18.6% | $7,344-19.8% |