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 | $163,256 | $64,480+153.2% | $81,382+100.6% | $80,856+101.9% |
| Participation rate | 68.6% | 63.9%+4.7pp | 69.5%-0.9pp | 67.6%+1.0pp |
| Annual return | 10.69% | 16.34%-5.7pp | 24.73%-14.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,274 | $1,978+65.5% | $2,463+32.9% | $2,755+18.8% |
| Participant deferral / active EE | $4,721 | $3,094+52.6% | $3,883+21.6% | $4,296+9.9% |
| Admin fee / account holder | $53,053 | $5,671+835.5% | $5,768+819.7% | $6,918+666.9% |