Filed November 11, 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 | $63,810 | $46,674+36.7% | $117,472-45.7% | $68,494-6.8% |
| Participation rate | 67.9% | 56.8%+11.1pp | 70.6%-2.7pp | 67.9%0pp |
| Annual return | -17.44% | -14.52%-2.9pp | 29.74%-47.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $415 | $1,505-72.4% | $4,176-90.1% | $2,596-84.0% |
| Participant deferral / active EE | $4,321 | $2,636+63.9% | $4,070+6.2% | $4,027+7.3% |
| Admin fee / account holder | $1,138 | $4,020-71.7% | $5,645-79.8% | $5,403-78.9% |