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 | $50,782 | $52,208-2.7% | $86,612-41.4% | $74,419-31.8% |
| Participation rate | 21.9% | 66.3%-44.4pp | 71.7%-49.8pp | 70.7%-48.8pp |
| Annual return | 16.55% | 44.46%-27.9pp | 591.07%-574.5pp | 34.38%-17.8pp |
| Employer contribution / active EE | $466 | $2,282-79.6% | $3,022-84.6% | $2,637-82.3% |
| Participant deferral / active EE | $1,138 | $3,383-66.4% | $4,438-74.4% | $4,528-74.9% |
| Admin fee / account holder | $5,881 | $319+1744.4% | $5,614+4.8% | $348+1590.7% |