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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,773 | $47,722-10.4% | $82,719-48.3% | $64,808-34.0% |
| Participation rate | 21.1% | 67.6%-46.5pp | 72.6%-51.4pp | 71.5%-50.3pp |
| Annual return | -16.79% | -13.05%-3.7pp | 701.18%-718.0pp | 32.82%-49.6pp |
| Employer contribution / active EE | $339 | $2,179-84.5% | $3,009-88.7% | $2,506-86.5% |
| Participant deferral / active EE | $945 | $3,329-71.6% | $4,395-78.5% | $4,310-78.1% |
| Admin fee / account holder | $4,675 | $143+3170.5% | $5,329-12.3% | $188+2389.3% |