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 | $77,393 | $51,466+50.4% | $78,778-1.8% | $62,292+24.2% |
| Participation rate | 52.7% | 59.8%-7.1pp | 69.2%-16.5pp | 69.5%-16.8pp |
| Annual return | 16.31% | 19.96%-3.6pp | 35.62%-19.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,928 | $827+133.1% | $1,986-2.9% | $2,042-5.6% |
| Participant deferral / active EE | $4,086 | $2,147+90.3% | $2,958+38.1% | $3,169+28.9% |
| Admin fee / account holder | $10,680 | $489+2082.6% | $5,134+108.0% | $479+2128.1% |