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 | $143,334 | $214,378-33.1% | $200,582-28.5% | $142,382+0.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 12.10% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,813 | $6,841-58.9% | $6,419-56.2% | $4,299-34.6% |
| Participant deferral / active EE | $3,635 | $9,865-63.2% | $9,331-61.0% | $6,507-44.1% |
| Admin fee / account holder | $54,025 | $17,692+205.4% | $16,305+231.3% | $12,624+328.0% |