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 | $82,622 | $51,576+60.2% | $129,207-36.1% | $80,856+2.2% |
| Participation rate | 69.8% | 57.0%+12.8pp | 69.6%+0.2pp | 67.6%+2.2pp |
| Annual return | 13.75% | 20.81%-7.1pp | 9417.33%-9403.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $480 | $1,584-69.7% | $4,153-88.4% | $2,755-82.6% |
| Participant deferral / active EE | $5,615 | $2,669+110.4% | $4,168+34.7% | $4,296+30.7% |
| Admin fee / account holder | $2,355 | $4,305-45.3% | $7,715-69.5% | $6,918-66.0% |