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 | $98,512 | $90,600+8.7% | $79,464+24.0% | $135,375-27.2% |
| Participation rate | 68.8% | 76.0%-7.3pp | 73.3%-4.6pp | 82.6%-13.9pp |
| Annual return | -7.77% | 977.43%-985.2pp | 718.14%-725.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,071 | $3,068+0.1% | $2,800+9.7% | $4,779-35.7% |
| Participant deferral / active EE | $5,019 | $4,050+23.9% | $3,704+35.5% | $5,609-10.5% |
| Admin fee / account holder | $1,186 | $5,907-79.9% | $5,113-76.8% | $10,827-89.0% |