Filed October 18, 2004 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,724 | $65,041+5.7% | $90,951-24.4% | $79,858-13.9% |
| Participation rate | 22.1% | 61.6%-39.5pp | 69.0%-47.0pp | 69.6%-47.6pp |
| Annual return | 8.63% | 30.45%-21.8pp | 134.60%-126.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,283 | $2,512-48.9% | $3,373-62.0% | $3,740-65.7% |
| Admin fee / account holder | $18,993 | $4,536+318.7% | $5,959+218.7% | $5,306+257.9% |