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 | $75,708 | $49,177+54.0% | $79,464-4.7% | $64,186+18.0% |
| Participation rate | 69.2% | 65.0%+4.2pp | 73.3%-4.1pp | 69.6%-0.3pp |
| Annual return | -7.85% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $326 | $2,076-84.3% | $2,800-88.3% | $2,381-86.3% |
| Participant deferral / active EE | $3,790 | $2,821+34.3% | $3,704+2.3% | $3,470+9.2% |
| Admin fee / account holder | $3,798 | $3,839-1.1% | $5,113-25.7% | $4,888-22.3% |