Filed October 18, 2004 (most recent of 3 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 | $85,460 | $48,364+76.7% | $71,796+19.0% | $62,891+35.9% |
| Participation rate | 67.2% | 60.6%+6.6pp | 69.1%-1.9pp | 69.3%-2.1pp |
| Annual return | 6.06% | 13.16%-7.1pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,051 | $1,042+96.8% | $1,924+6.6% | $2,281-10.1% |
| Participant deferral / active EE | $3,821 | $2,091+82.7% | $2,794+36.7% | $3,203+19.3% |
| Admin fee / account holder | $24,377 | $3,771+546.4% | $4,815+406.3% | $4,296+467.5% |