Filed October 18, 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 | $56,346 | $54,350+3.7% | $82,719-31.9% | $68,494-17.7% |
| Participation rate | 57.9% | 63.9%-6.0pp | 72.6%-14.7pp | 67.9%-10.0pp |
| Annual return | -15.59% | -13.67%-1.9pp | 701.18%-716.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,383 | $2,218-37.6% | $3,009-54.0% | $2,596-46.7% |
| Participant deferral / active EE | $2,542 | $3,246-21.7% | $4,395-42.2% | $4,027-36.9% |
| Admin fee / account holder | $2,542 | $4,395-42.2% | $5,329-52.3% | $5,403-53.0% |