Filed January 14, 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 | $93,205 | $100,041-6.8% | $149,718-37.7% | $70,131+32.9% |
| Participation rate | 64.3% | 83.6%-19.3pp | 87.1%-22.8pp | 69.5%-5.3pp |
| Annual return | 13.42% | 27.43%-14.0pp | 1501.63%-1488.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,121 | $3,662-42.1% | $5,445-61.1% | $2,342-9.5% |
| Participant deferral / active EE | $3,858 | $4,983-22.6% | $6,569-41.3% | $3,332+15.8% |
| Admin fee / account holder | $2,896 | $8,286-65.1% | $11,283-74.3% | $4,645-37.7% |