Filed November 10, 2004
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,791 | $100,041-32.2% | $149,718-54.7% | $70,131-3.3% |
| Participation rate | 67.9% | 83.6%-15.7pp | 87.1%-19.2pp | 69.5%-1.7pp |
| Annual return | 17.01% | 27.43%-10.4pp | 1501.63%-1484.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,582 | $3,662-29.5% | $5,445-52.6% | $2,342+10.2% |
| Participant deferral / active EE | $4,766 | $4,983-4.3% | $6,569-27.4% | $3,332+43.1% |
| Admin fee / account holder | $2,173 | $8,286-73.8% | $11,283-80.7% | $4,645-53.2% |