Filed October 18, 2004 (most recent of 3 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 | $45,277 | $39,162+15.6% | $100,671-55.0% | $59,632-24.1% |
| Participation rate | 57.3% | 55.9%+1.5pp | 70.7%-13.4pp | 68.7%-11.4pp |
| Annual return | -0.29% | 21.07%-21.4pp | 20.43%-20.7pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $462 | $1,151-59.9% | $4,012-88.5% | $2,203-79.0% |
| Participant deferral / active EE | $1,737 | $1,992-12.8% | $3,144-44.8% | $3,192-45.6% |
| Admin fee / account holder | $2,207 | $2,969-25.7% | $4,850-54.5% | $4,297-48.6% |