Filed January 21, 2005 (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 | $102,945 | $58,208+76.9% | $81,812+25.8% | $80,856+27.3% |
| Participation rate | 43.3% | 63.4%-20.1pp | 72.3%-29.0pp | 67.6%-24.3pp |
| Annual return | 19.29% | 41.66%-22.4pp | 773.79%-754.5pp | 35.59%-16.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,381 | $3,281-27.4% | $4,319-44.9% | $4,296-44.6% |
| Admin fee / account holder | $922 | $4,981-81.5% | $7,386-87.5% | $6,918-86.7% |