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 | $51,797 | $65,908-21.4% | $81,812-36.7% | $77,643-33.3% |
| Participation rate | 25.8% | 65.8%-40.0pp | 72.3%-46.5pp | 70.6%-44.7pp |
| Annual return | 13.14% | 26.64%-13.5pp | 773.79%-760.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $637 | $2,370-73.1% | $2,912-78.1% | $2,726-76.6% |
| Participant deferral / active EE | $1,348 | $3,505-61.6% | $4,319-68.8% | $4,647-71.0% |
| Admin fee / account holder | $3,614 | $526+586.6% | $7,386-51.1% | $430+739.7% |