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 | $187,080 | $59,101+216.5% | $77,163+142.4% | $75,163+148.9% |
| Participation rate | 64.8% | 63.9%+0.9pp | 69.6%-4.8pp | 67.2%-2.4pp |
| Annual return | 13.21% | 26.71%-13.5pp | 37.87%-24.7pp | 160.62%-147.4pp |
| Employer contribution / active EE | $3,472 | $1,995+74.0% | $2,535+37.0% | $2,670+30.1% |
| Participant deferral / active EE | $4,842 | $2,999+61.4% | $3,833+26.3% | $4,125+17.4% |
| Admin fee / account holder | $22,040 | $4,774+361.7% | $5,472+302.8% | $5,651+290.0% |