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 | $71,250 | $41,377+72.2% | $109,313-34.8% | $62,891+13.3% |
| Participation rate | 24.3% | 57.5%-33.2pp | 71.3%-46.9pp | 69.3%-45.0pp |
| Annual return | 8.07% | 11.05%-3.0pp | 22.07%-14.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $626 | $1,276-51.0% | $3,892-83.9% | $2,281-72.6% |
| Participant deferral / active EE | $1,470 | $2,045-28.1% | $3,166-53.6% | $3,203-54.1% |
| Admin fee / account holder | $3,071 | $2,884+6.5% | $5,666-45.8% | $4,296-28.5% |