Filed October 18, 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 9-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 | $46,941 | $55,415-15.3% | $155,509-69.8% | $74,495-37.0% |
| Participation rate | 31.6% | 61.9%-30.3pp | 78.2%-46.6pp | 67.2%-35.6pp |
| Annual return | 14.09% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $750 | $2,267-66.9% | $4,672-83.9% | $2,623-71.4% |
| Participant deferral / active EE | $933 | $2,836-67.1% | $5,626-83.4% | $4,346-78.5% |
| Admin fee / account holder | $1,721 | $1,738-1.0% | $15,912-89.2% | $1,942-11.4% |